# Retirement Sales Activation Specialist

**Company**: Human Interest
**Location**: United States, Remote
**Work arrangement**: remote
**Experience**: senior
**Job type**: full-time
**Salary**: $63,000 - $65,000
**Category**: Sales
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/humaninterest/jobs/8223541?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_a4debf06-c8b

## Description

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

As a Retirement Sales Activation Specialist, you will support the setup and launch of new clients' 401(k) plans. You'll be on the front lines with new clients, working with a wide variety of companies, helping them set up and launch their new 401(k) plans. You'll own keeping the sales activation process on-track while ensuring that customers are engaged and happy.

Responsibilities:

- Communicate extensively with customers to identify their needs and help them establish their 401(k) plans

- Educate, guide, and inform 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 the organization to make sure customer needs are met

- Drive processes forward, managing internal and external stakeholders to keep 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

- A strong work ethic, proactively following up with customers and keeping them on track

- Excellent organizational skills, able to juggle multiple tasks with varying deadlines and stakeholders without dropping the ball

- Bachelor's degree or equivalent experience

Benefits:

- A great 401(k) plan with dollar-for-dollar employer match up to 4% of compensation

- Top-of-the-line health plans, dental and vision insurance

- Competitive time off and parental leave

- Unlimited access to digital tools, financial professionals, and a knowledge center

- Enhanced mental health support for employees and dependents

- Fertility healthcare and family forming benefits

- Monthly work-from-home stipend; quarterly lifestyle stipend

- Engaging team-building experiences

## Skills

### Required
- retirement plan design
- 401(k) plans
- customer implementation
- sales
- SaaS

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/humaninterest/jobs/8223541?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)