Retirement Sales Activation Specialist

🕒 May 29

🇺🇸 United States – Remote

💵 $63k - $65k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

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Human Interest

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

📋 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

🎯 Requirements

• 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.

🏖️ Benefits

• 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.