70K–75K USD / year
Retirement Sales Activation Specialist
Customer successRemote — United States
Published on 2026-10-10
These details were extracted automatically from the original listing. They may not be complete or fully up to date — it's worth checking the original job post.
About this role
The Retirement Sales Activation Specialist will support the onboarding of new clients' 401(k) plans at Human Interest. This role involves extensive communication with clients, educating them about their retirement options, and ensuring a smooth onboarding process. The ideal candidate is organized, people-oriented, and passionate about helping clients.
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 extensively with customers to identify their needs
- Educate and guide customers about retirement savings options
- Work cross-functionally with other teams to meet customer needs
- Drive onboarding processes and manage stakeholders
- Identify process improvement areas
What we're looking for
- Knowledge and experience with 401(k) plan design
- 3+ years of customer onboarding experience in SaaS or retirement industry
- Strong communication skills
- Proactive customer follow-up skills
- Excellent organizational skills
- Bachelor’s degree or equivalent experience
Benefits
- Dollar-for-dollar employer match on 401(k) up to 4%
- Top health, dental, and vision plans
- Generous PTO and parental leave
- Unlimited financial wellness resources and counseling
- Wellness stipends and support programs