Retirement Sales Activation Specialist, CG/Conversion

🔥 14 hours ago

🇺🇸 United States – Remote

💵 $70k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 customers to identify their needs and help establish 401(k) plans • Educate, guide, and inform newly signed customers about retirement savings choices • Work cross-functionally with sales and account management to meet customer needs • Drive processes forward and manage internal and external stakeholders • Keep customers engaged, happy, and on-track • Identify process improvements to help the team scale

🎯 Requirements

• Knowledge and experience with retirement plan design, particularly 401(k) plans • 3+ years of customer onboarding experience in a SaaS environment or retirement industry • Enjoys interacting with clients and can communicate difficult concepts fluidly • Energy and passion for onboarding 40–50+ customers a month • Strong work ethic and proactive customer follow-up • Excellent organizational skills and ability to juggle multiple tasks with varying deadlines and stakeholders • Bachelor’s degree or equivalent experience

🏖️ Benefits

• Dollar-for-dollar 401(k) employer match up to 4% of compensation, immediately vested, with $0 plan fees • Top-of-the-line health plans • Dental and vision insurance • Generous PTO • Parental leave policies • 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 • Employee Resource Groups • Online and regional events and celebrations • Department and company offsites • Vast majority of positions can be 100% remote • Variable target of $35,000 • Physical, financial, and mental wellness benefits