Retirement Sales Activation Coordinator

About this role

Guide new customers through the initial setup and onboarding process for Human Interest retirement plans. Coordinate client communications and internal teams to keep implementation accurate, on track, and customer-focused.

About the company

Human Interest is a technology-driven company that provides affordable and easy-to-manage 401(k) retirement plans for small and medium-sized businesses, helping them offer valuable retirement benefits to their employees.

The team

Revenue Core Functions Team

What you'll do

• Collect company and bank information for new clients
• Contact clients to schedule account setup calls
• Obtain prior recordkeeper documents and coordinate benefits analysis with Quality Control
• Coordinate with operations and sales to meet customer needs
• Manage stakeholders and keep onboarding plans on track
• Confirm billing information for new clients
• Identify opportunities to improve and scale processes

What we're looking for

• Strong client communication and follow-up skills
• Attention to detail and ability to manage a queue of plans
• Able to work collaboratively in a fast-paced, changing environment
• Comfortable communicating complex concepts to clients

Nice to have

• 3+ years of client-facing experience in financial services or retirement, such as account management, onboarding, or sales
• Working knowledge of 401(k) products
• 401(k) implementation or onboarding experience
• Proficiency with Zoom, Gmail, and Microsoft or Google Workspace
• Located in the PST time zone

Benefits

• 401(k) plan with dollar-for-dollar employer match up to 4%, immediately vested, and no plan fees
• Health, dental, and vision insurance
• Paid time off and parental leave
• Monthly work-from-home stipend and quarterly lifestyle stipend
• Mental health, fertility, financial wellness, and student loan support