Human Interest

401k Sales Activation Coordinator

Human Interest

full-time

Posted on:

Origin:  • 🇺🇸 United States

Visit company website
✨ AI Apply
Manual Apply

Salary

💰 $25 - $26 per hour

Job Level

Mid-LevelSenior

Tech Stack

React

About the role

  • Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits; Revenue Core Functions Team supports implementation.
  • Act as a force multiplier on the implementation side and own the first hand-off after a customer signs up with Human Interest.
  • Guide customers through the implementation process, ensuring they are engaged and happy.
  • Support successful onboarding by collecting company and bank information for one or multiple businesses based on ownership.
  • Proactively reach out to clients to book account set-up calls and obtain prior recordkeeper documentation.
  • Work with the Quality Control team to conduct benefits analysis and confirm billing information for new clients.
  • Work cross-functionally with operations and sales to ensure customer needs are met and drive processes forward.
  • Manage internal and external stakeholders, identify process improvements to help the team scale, and perform other duties as assigned.

Requirements

  • 3+ years of experience in a client-facing role in the financial or retirement industry preferred- i.e. account management, onboarding, sales
  • Working knowledge of the 401(k) product. Experience within 401(k) Implementation/ Onboarding is a bonus
  • You thrive being a part of a team.
  • A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly
  • A strong work ethic, proactively following up with our customers and keeping them on track
  • Experience working in a fast-paced, high growth software company where change is a constant
  • Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
  • Ability to manage a queue of plans of your own and also be a contributing member of the onboarding core team
  • Proficient in applications such as Zoom, Gmail, and Microsoft/Google Workspace (Appreciated not required)
  • PST time zone preferred