Human Interest

Retirement Sales Activation Specialist

Human Interest

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $63,000 - $65,000 per year

About the role

  • Communicate extensively with our customers to identify their needs and help them establish their 401(k) plans
  • Educate, guide, and inform our newly signed customers about the choices they have to help their employees save for retirement
  • Meet monthly activation targets by closely working client pipelines, managing client timelines, objection handling to keep clients in the flow and ensuring adherence to process and talk tracks.
  • Actively follow onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence.
  • Partner cross-functionally with internal teams and Leadership to resolve customer escalations and continuously improve the sales activation experience.
  • Work cross-functionally within our organization (specifically with sales and account management) to make sure customer needs are met
  • Drive processes forward, managing internal and external stakeholders to keep our customers engaged, happy, and on-track
  • Identify potential areas for process improvement to help the team scale

Requirements

  • Possess knowledge and experience with retirement plan design, particularly in 401(k) plans
  • 3+ years of customer implementation or sales experience in a SaaS environment or retirement industry
  • A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly
  • Energy and passion- the concept of onboarding 40-50+ customers a month excites you - velocity is everything!
  • A strong work ethic, proactively following up with our customers and keeping them on track
  • Excellent organizational skills, are able juggle multiple tasks with varying deadlines and stakeholders without dropping the ball
  • Bachelor’s degree or equivalent experience.
Benefits
  • A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
  • Top-of-the-line health plans, as well as dental and vision insurance
  • Competitive time off and parental leave
  • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
  • Lyra: Enhanced Mental Health Support for Employees and dependents
  • Carrot: Fertility healthcare and family forming benefits
  • Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
  • Monthly work-from-home stipend; quarterly lifestyle stipend
  • Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
retirement plan design401(k) planscustomer implementationsales experienceSaaS environment
Soft Skills
communicationinterpersonal skillsorganizational skillsproactive follow-upprocess improvementobjection handlingcustomer engagementcross-functional collaborationenergypassion
Certifications
Bachelor’s degree