Retirement Sales Activation Specialist

🕒 Junho 30

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $63.000 - $65.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🤑 Vendas

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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.