Retirement Sales Activation Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in the effective onboarding of new clients by gathering company and banking details for one or more businesses based on their ownership structure.

• Take the initiative to contact clients and schedule account set-up meetings.

• Collect documentation from previous recordkeepers and collaborate with Quality Control to perform benefits analysis.

• Work collaboratively with operations and sales teams to address customer requirements.

• Propel processes forward and coordinate with both internal and external stakeholders to ensure customer satisfaction and engagement.

• Recognize opportunities for process enhancements to facilitate team scalability.

• Verify billing details for new clients.

• Execute additional responsibilities as assigned.

⛳️ Requirements

• A minimum of 3 years of experience in a client-facing position within the financial or retirement sector is preferred, encompassing account management, onboarding, or sales.

• Familiarity with 401(k) products is essential.

• Experience in 401(k) implementation or onboarding is advantageous.

• Capability to engage with clients and convey complex concepts with ease.

• Strong work ethic coupled with proactive follow-up with customers.

• Background in a dynamic, fast-paced software environment where change is a constant.

• Exceptional attention to detail.

• Ability to manage a portfolio of plans and contribute effectively to the onboarding core team.

• Proficiency in Zoom, Gmail, and Microsoft/Google Workspace is valued but not mandatory.

• Preference for candidates based in the PST time zone.

🏝️ Benefits

• 401(k) plan featuring a dollar-for-dollar employer match up to 4% of compensation, with immediate vesting and no plan fees.

• Access to top-tier health insurance plans.

• Dental and vision coverage provided.

• Competitive time-off policies and parental leave options.

• Unlimited access to Addition Wealth's digital tools, financial experts, and knowledge centers.

• Enhanced mental health support through Lyra for employees and their dependents.

• Fertility healthcare and family-forming benefits offered by Carrot.

• Student loan resources available through Candidly.

• Monthly stipend for remote work expenses.

• Quarterly lifestyle allowance.

• Opportunities for team-building activities, virtual social events, and team retreats.