Retirement Sales Activation Specialist

🕒 September 22

🇺🇸 United States – Remote

💵 $63k - $65k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 4%

What it means: the chance that no one is really hiring for this job.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 options • Meet monthly activation targets by managing client pipelines, timelines, objections, process adherence, and talk tracks • Follow onboarding workflows to increase velocity, remove bottlenecks, and drive operational excellence • Partner with internal teams and leadership to resolve customer escalations and improve the sales activation experience • Collaborate with sales and account management to meet customer needs • Manage internal and external stakeholders to keep customers engaged 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 implementation or sales experience in a SaaS environment or retirement industry • Enjoy interacting with clients and communicating difficult concepts fluidly • Energy and passion for onboarding 40–50+ customers per month • Strong work ethic and proactive customer follow-up • Excellent organizational skills and ability to manage multiple tasks, deadlines, and stakeholders • Bachelor’s degree or equivalent experience

🏖️ Benefits

• Variable target of $30,000 • Robust suite of physical, financial and mental wellness benefits • Dollar-for-dollar 401(k) employer match up to 4% of compensation, immediately vested • $0 401(k) plan fees • Health insurance • Dental insurance • Vision insurance • Competitive time off • Parental leave • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center supporting equity understanding and financial wellness • 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, including virtual social events and team offsites

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