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