Retirement Sales Activation Specialist

About the role

As a member of the onboarding team, you will support the setup and launch of our new clients' 401(k) plans here at Human Interest! You'll be on the front lines with our new clients, working with a wide variety of companies (anything from the local plumber to the nationwide robotics firm), helping them set up and launch their new 401(k) plans. You'll own keeping the sales activation process on-track while ensuring that customers are engaged and happy. Process-driven and people-focused - you are organized, friendly and flexible.

Responsibilities

• 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
• Maintain and manage client timelines, objection handling to keep clients in the flow and ensure 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

Qualifications

• Knowledge of retirement plan design, particularly in 401(k) plans
• Customer service and sales experience
• Ability to communicate effectively with clients
• Strong organizational and time management skills
• Passion for helping businesses achieve their financial goals
• Ability to work independently and as part of a team

Skills

• Customer service and sales experience
• Ability to communicate effectively with clients
• Strong organizational and time management skills
• Knowledge of retirement plan design, particularly in 401(k) plans
• Ability to work independently and as part of a team

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.

Pay

The total On Target Earnings (OTE) for the role described in this job posting is $93,000-$95,000 which includes a base salary of $63,000-$65,000, and a variable target compensation of $30,000. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits.

Schedule

We are currently looking for someone to start immediately.