Retirement Sales Activation Coordinator

Human Interest

full-time

Posted on: 3/18/2026

Location Type: Remote

✨ AI Apply

💰 $24 - $26 per hour

About the role

Support a successful Onboarding of a new client by collecting company and bank information for one or multiple businesses based on ownership
Proactively reach out to clients to book the account set-up call
Obtain prior recordkeeper documentation and work with the Quality Control team to conduct benefits analysis
Work cross-functionally within our organization (specifically with operations and sales) 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
Confirm billing information for new clients
Other duties as assigned

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.

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
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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

401(k) product knowledgebenefits analysisaccount managementonboardingsales

Soft Skills

client-facingcommunicationteam collaborationproactive follow-upattention to detail