Remote Retirement Onboarding & Activation Lead

Human Interest; United States; Remote; USD 33,000 - 36,000; Full time

Benefits offered by this job

401(k) plan matching

Health insurance

Remote-friendly

Competitive time off

Job summary

Human Interest is searching for a Retirement Sales Activation Coordinator who will own the hand-off after a customer signs up and guide them through implementation. This role requires 3+ years in client-facing roles within financial/retirement sectors and familiarity with 401(k) products.

You will collaborate with operations and sales to ensure client needs are met while staying detail-oriented. The role supports onboarding of new clients in a remote, United States-wide capacity, with a focus on

Qualifications

• 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

Responsibilities

• 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 description

Human Interest is searching for a Retirement Sales Activation Coordinator who will own the hand-off after a customer signs up and guide them through implementation. This role requires 3+ years in client-facing roles within financial/retirement sectors and familiarity with 401(k) products.

You will collaborate with operations and sales to ensure client needs are met while staying detail-oriented. The role supports onboarding of new clients in a remote, United States-wide capacity, with a focus on