As a member of the onboarding team, you will support the setup and launch of our new clients' 401(k) plans here at Human Interest! You'll be on the front lines with our new clients, working with a wide variety of companies (anything from the local plumber to the nationwide robotics firm), 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. Process-driven and people-focused - you are organized, friendly and flexible.

What you get to do every day

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

Educate, guide, and inform our 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 our organization (specifically with sales and account management) to make sure customer needs are met

Drive processes forward, managing internal and external stakeholders to keep our customers engaged, happy, and on-track

Identify potential areas for process improvement to help the team scale

What you bring to the role

Possess knowledge and experience with retirement plan design, particularly in 401(k) plans

Retirement Sales Activation Specialist, CG/Conversion

Responsibilities

Qualification

Required

Benefits

Company

Humaninterest

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