Retirement Sales Activation Specialist

🕒 Maio 29

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $63.000 - $65.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🤑 Vendas

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

Candidatar-se

Encontrar Vagas Remotas Similares

Receber Emails de Vagas Remotas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Human Interest

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 2015

💸 Finanças

💳 Fintech

💰 $200.000.000 Series D em 2021-08

Finance • Fintech

A Human Interest é uma empresa que oferece planos de aposentadoria 401(k) e 403(b) acessíveis e completos, com foco principalmente em pequenas e médias empresas. Fundada em 2015, seu objetivo é simplificar o processo de planejamento de aposentadoria por meio de integrações de folha de pagamento com mais de 500 sistemas de folha de pagamento líderes. A empresa enfatiza fundos de baixo custo e zero taxas de transação, oferecendo soluções de aposentadoria personalizáveis para atender às diversas necessidades de empregadores e seus funcionários. A Human Interest também oferece serviços de consultoria em investimentos por meio de sua subsidiária, Human Interest Advisors LLC. Seu objetivo é tornar os benefícios de aposentadoria acessíveis a empresas de vários tamanhos, promovendo o bem-estar financeiro e a satisfação dos funcionários.

Descrição

• 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 • Meet monthly activation targets by closely working client pipelines, managing client timelines, objection handling to keep clients in the flow and ensuring 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

🎯 Requisitos

• 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.

🏖️ Benefícios

• 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.