New Retirement Sales Activation Coordinator (Fully Remote)

Human Interest; United States; Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

Work-from-home stipend

Job summary

Human Interest, a high-growth fintech company, seeks a dedicated onboarding specialist who will own the first hand-off after signup and guide clients through implementation. You will onboard new clients by collecting company and bank information, proactively book account setup calls, and collaborate with operations and sales to ensure every client need is met.

With 3+ years of client-facing experience in financial or retirement services and knowledge of 401(k) product, you will help close the

Qualifications

• 3+ years of client-facing experience in financial or retirement industry.
• Working knowledge of 401(k) product and implementation.
• Meticulous attention to detail and ability to manage a queue of plans.

Responsibilities

• Own the first hand-off after signup, guiding clients through implementation.
• Support onboarding of new clients by collecting company and bank information.
• Proactively reach out to clients to book account set-up calls.
• Work cross-functionally with operations and sales to meet client needs.

Skills

Client-facing

401(k) knowledge

Attention to detail

Job description

• You will act as a force multiplier on the implementation side of a rapidly-scaling startup.
• You own the first hand-off after a customer signs up, guiding them through implementation.

What you will do:

• Support successful onboarding of new clients by collecting company and bank information.
• Proactively reach out to clients to book account set-up calls.
• Work cross-functionally with operations and sales to ensure customer needs are met.

What you bring:

• 3+ years of client-facing experience in financial or retirement industry.
• Working knowledge of 401(k) product and implementation.
• Meticulous attention to detail and ability to manage a queue of plans.

Why you'll love it:

• You'll help close the retirement gap for small and medium-sized businesses.
• You'll work with a mission-driven team and enjoy top-of-the-line benefits and a work-from-home stipend.

Human Interest

Human Interest is a high-growth fintech company on a mission to ensure people in all lines of work have access to retirement benefits. They are backed by top investors like BlackRock and SoftBank, and certified as a Great Place To Work.