Retirement Sales Activation Specialist

2 hours, 6 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

  • Communicate with customers to identify their needs and establish 401(k) plans.
  • Educate and guide new customers through retirement plan choices.
  • Manage client pipelines, timelines, objections, and onboarding workflows to meet monthly activation targets.
  • Increase onboarding velocity by removing bottlenecks and following established processes and talk tracks.
  • Resolve customer escalations in partnership with sales, account management, leadership, and other internal teams.
  • Manage internal and external stakeholders to keep customers engaged and on schedule.
  • Identify and implement process improvements that support team scalability and operational excellence.
  • Track performance metrics and escalate operational blockers affecting plan launches.

Requirements

  • Knowledge and experience with retirement plan design, particularly 401(k) plans.
  • 3+ years of customer implementation or sales experience in a SaaS environment or the retirement industry.
  • Strong client communication skills and the ability to explain complex concepts clearly.
  • Ability and enthusiasm to onboard 40–50+ customers per month in a high-velocity environment.
  • Strong work ethic with proactive customer follow-up skills.
  • Excellent organizational skills and ability to manage multiple deadlines and stakeholders.
  • Bachelor’s degree or equivalent experience.

Benefits

  • Base salary of $63,000–$65,000 plus a $30,000 variable target; bonus, commission, and equity may also be available.
  • 401(k) plan with a dollar-for-dollar employer match up to 4% of compensation, immediate vesting, and no plan fees.
  • Health, dental, vision, physical wellness, financial wellness, and mental health benefits.
  • Competitive paid time off and parental leave.
  • Fertility and family-forming benefits, student loan resources, and financial planning support.
  • Monthly work-from-home stipend and quarterly lifestyle stipend.
  • Team-building events, virtual social activities, and company offsites.

Interested in this position?

Apply directly on the company website

Apply Now

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