63K–65K USD / year
Retirement Sales Activation Specialist
SalesRemote — United States
Published on 2026-09-23
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About this role
As a Retirement Sales Activation Specialist, you will support the setup and launch of 401(k) plans for new clients, helping small and medium-sized businesses provide retirement benefits. You'll engage with clients to meet monthly activation targets, ensure exceptional customer experiences, and improve onboarding processes.
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.
What you'll do
- Communicate with customers to identify needs and establish 401(k) plans
- Educate clients about their retirement savings options
- Meet monthly activation targets and manage client pipelines
- Follow onboarding workflows to drive operational excellence
- Collaborate with internal teams to resolve customer escalations
- Identify areas for process improvement
What we're looking for
- Knowledge and experience in retirement plan design, especially 401(k)s
- 3+ years of customer implementation or sales experience in SaaS or retirement industry
- Strong communication skills and client interaction
- Proactive follow-up and organizational skills
- Bachelor’s degree or equivalent experience
Benefits
- 401(k) plan with employer match and $0 plan fees
- Top health, dental, and vision insurance
- Competitive time off and parental leave
- Access to financial professionals and digital tools for financial wellness
- Enhanced mental health support
- Monthly work-from-home stipend