Retirement Sales Activation Specialist

🕒 il y a 11 jours

🇺🇸 États-Unis – Télétravail

💵 $63 000 - $65 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🤑 Commercial

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Human Interest

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 2015

💸 Finance

💳 Fintech

💰 €200 000 000 Series D en 2021-08

Finance • Fintech

Human Interest est une entreprise qui propose des plans de retraite 401(k) et 403(b) abordables et complets, destinés principalement aux petites et moyennes entreprises. Fondée en 2015, elle vise à simplifier le processus de planification de la retraite grâce à des intégrations de paie fluides avec plus de 500 systèmes de paie leaders du marché. La société met l'accent sur les fonds à faible coût et l'absence de frais de transaction, et offre des solutions de retraite personnalisables pour répondre aux besoins diversifiés des employeurs et de leurs employés. Human Interest propose également des services de conseil en investissement via sa filiale, Human Interest Advisors LLC. Leur objectif est de rendre les avantages de la retraite accessibles aux entreprises de toutes tailles, améliorant ainsi le bien-être financier et la satisfaction des employés.

Description

• 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

🎯 Exigences

• 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.

🏖️ Avantages

• 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.