Retirement Sales Activation Coordinator

1 hour, 50 minutes ago
Full-time
Mid Level
Sales and Business Development
Human Interest

Human Interest

Human Interest is an affordable, full-service 401(k) and 403(b) provider that aims to simplify retirement savings for small and medium-sized businesses. They offer zero transaction fee plans, financial education, and award-winning customer service to h...

Capital Markets
251-1K
Founded 2015
$337M raised

Description

  • Support successful onboarding of new clients by collecting company and bank information for one or multiple businesses.
  • Proactively reach out to clients to schedule account setup calls.
  • Obtain prior recordkeeper documentation and partner with Quality Control to conduct benefits analysis.
  • Work cross-functionally with operations and sales to meet customer needs.
  • Drive onboarding processes forward by managing internal and external stakeholders.
  • Keep customers engaged, happy, and on track throughout implementation.
  • Identify opportunities to improve processes and help the team scale.
  • Confirm billing information for new clients.
  • Perform other duties as assigned.

Requirements

  • 3+ years of experience in a client-facing role in the financial or retirement industry preferred, such as account management, onboarding, or sales.
  • Working knowledge of the 401(k) product.
  • 401(k) implementation or onboarding experience is a bonus.
  • Ability to thrive as part of a team.
  • Strong communication skills and the ability to explain difficult concepts clearly to clients.
  • Strong work ethic with a proactive follow-up style.
  • Experience working in a fast-paced, high-growth software company where change is constant.
  • Meticulous attention to detail.
  • Ability to manage your own queue of plans while contributing to the onboarding core team.
  • Proficiency with Zoom, Gmail, and Microsoft or Google Workspace is appreciated but not required.
  • PST time zone preferred.

Benefits

  • Base salary range of $24.04 to $26.46 per hour, depending on location, skills, and experience.
  • Potential eligibility for bonuses, commissions, and equity depending on the position.
  • Employer-matched 401(k) plan with a dollar-for-dollar match up to 4% and $0 plan fees.
  • Top-of-the-line health, dental, and vision insurance.
  • Competitive time off and parental leave.
  • Unlimited access to financial wellness tools through Addition Wealth.
  • Enhanced mental health support through Lyra for employees and dependents.
  • Monthly work-from-home stipend and quarterly lifestyle stipend.

Interested in this position?

Apply directly on the company website

Apply Now

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