Retirement Sales Activation Coordinator

🔥 22 minutes ago

🇺🇸 United States – Remote

💵 $24 - $26 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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

• Support successful onboarding of new clients by collecting company and bank information for one or multiple businesses based on ownership • Proactively reach out to clients to book account set-up calls • Obtain prior recordkeeper documentation and work with Quality Control to conduct benefits analysis • Work cross-functionally with operations and sales to meet customer needs • Drive processes forward and manage internal and external stakeholders to keep customers engaged, happy, and on-track • Identify process improvement opportunities to help the team scale • Confirm billing information for new clients • Perform other duties as assigned

🎯 Requirements

• 3+ years of experience in a client-facing role in the financial or retirement industry preferred, including account management, onboarding, or sales • Working knowledge of the 401(k) product • Experience within 401(k) implementation/onboarding is a bonus • Ability to interact with clients and communicate difficult concepts fluidly • Strong work ethic and proactive customer follow-up • Experience working in a fast-paced, high-growth software company where change is constant • Meticulous attention to detail • Ability to manage a queue of plans and contribute to the onboarding core team • Proficiency in Zoom, Gmail, and Microsoft/Google Workspace appreciated but not required • PST time zone preferred

🏖️ Benefits

• 401(k) plan with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees • Top-of-the-line health plans • Dental and vision insurance • Competitive time off and parental leave • Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center • Lyra enhanced mental health support for employees and dependents • Carrot fertility healthcare and family-forming benefits • Candidly student loan resources • Monthly work-from-home stipend • Quarterly lifestyle stipend • Team-building experiences, virtual social events, and team offsites

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