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Human Interest logo
Human Interest

Human Interest is a financial services company that is on a mission to provide access to retirement benefits to everyone, regardless of the industry they work i

Retirement Sales Activation Coordinator

Location

United States

Posted

88 days ago

Salary

$24 - $26 / hour

Seniority

Senior

3 yrs expEnglish

Job Description

Retirement Sales Activation Coordinator

Human Interest

• Support a successful Onboarding of a new client by collecting company and bank information for one or multiple businesses based on ownership • Proactively reach out to clients to book the account set-up call • Obtain prior recordkeeper documentation and work with the Quality Control team to conduct benefits analysis • Work cross-functionally within our organization (specifically with operations and sales) 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 • Confirm billing information for new clients • Other duties as assigned

Job Requirements

  • 3+ years of experience in a client-facing role in the financial or retirement industry preferred- i.e. account management, onboarding, sales
  • Working knowledge of the 401(k) product. Experience within 401(k) Implementation/ Onboarding is a bonus
  • You thrive being a part of a team.
  • A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly
  • A strong work ethic, proactively following up with our customers and keeping them on track
  • Experience working in a fast-paced, high growth software company where change is a constant
  • Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
  • Ability to manage a queue of plans of your own and also be a contributing member of the onboarding core team
  • Proficient in applications such as Zoom, Gmail, and Microsoft/Google Workspace (Appreciated not required)
  • PST time zone preferred.

Benefits

  • A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
  • Top-of-the-line health plans, as well as dental and vision insurance
  • Competitive time off and parental leave
  • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
  • Lyra: Enhanced Mental Health Support for Employees and dependents
  • Carrot: Fertility healthcare and family forming benefits
  • Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
  • Monthly work-from-home stipend; quarterly lifestyle stipend
  • Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

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