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Retirement Sales Activation Specialist

1 week, 5 days ago
United States
Full-time
Mid Level
Sales Operations
Sales and Business Development
Apply Now
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
View All Jobs 41

Description

  • Communicate extensively with new customers to understand their needs and help establish their 401(k) plans.
  • Educate and guide newly signed customers through their retirement plan options.
  • Manage client pipelines and timelines to meet monthly activation targets.
  • Handle objections and keep customers moving through the onboarding process.
  • Follow onboarding workflows to increase velocity, remove bottlenecks, and improve operational excellence.
  • Partner with internal teams and leadership to resolve customer escalations and improve the activation experience.
  • Coordinate cross-functionally with sales and account management to ensure customer needs are met.
  • Manage internal and external stakeholders to keep customers engaged, happy, and on track.
  • Identify process improvements that help the team scale.

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 retirement industry.
  • Strong communication skills and the ability to explain difficult concepts clearly.
  • A customer-focused mindset and comfort working closely with clients.
  • Ability to handle high-volume onboarding, including 40-50+ customers per month.
  • Strong work ethic with proactive follow-up and accountability.
  • Excellent organizational skills and the ability to manage multiple tasks, deadlines, and stakeholders.
  • Bachelor’s degree or equivalent experience.

Benefits

  • Base salary of $63,000 to $65,000 plus a variable target of $30,000.
  • Potential additional compensation such as bonus, commission, and equity.
  • Dollar-for-dollar employer match up to 4% in the company 401(k), immediately vested, with $0 plan fees.
  • Top-of-the-line health, dental, and vision insurance.
  • Competitive time off and parental leave.
  • Enhanced mental health support through Lyra for employees and dependents.
  • Fertility healthcare and family-forming benefits through Carrot.
  • 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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