Retirement Sales Activation Specialist

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

📋 Description

• Engage extensively with our clients to understand their requirements and assist them in setting up their 401(k) plans.

• Inform, educate, and guide our newly onboarded clients about the options available for their employees' retirement savings.

• Achieve monthly activation goals by actively managing client pipelines, adhering to timelines, addressing objections to keep clients engaged, and ensuring compliance with processes and communication protocols.

• Proactively follow onboarding workflows to enhance efficiency, eliminate obstacles, and promote operational excellence.

• Collaborate cross-functionally with internal teams and leadership to address customer escalations and continually enhance the sales activation journey.

• Work collaboratively within our organization (specifically alongside sales and account management) to ensure customer needs are fulfilled.

• Propel processes forward, coordinating with internal and external stakeholders to maintain customer engagement, satisfaction, and progress.

• Recognize potential areas for process enhancement to support team scalability.

⛳️ Requirements

• Have knowledge and expertise in retirement plan design, especially in 401(k) plans.

• A minimum of 3 years of experience in customer implementation or sales within a SaaS environment or the retirement sector.

• A personable individual who genuinely enjoys client interactions and can clearly explain complex concepts.

• Enthusiasm and energy – the idea of onboarding 40-50+ clients monthly excites you; speed is crucial!

• A strong work ethic, with a proactive approach to following up with clients and keeping them on track.

• Exceptional organizational abilities, capable of managing multiple tasks with diverse deadlines and stakeholders without oversight.

• Bachelor’s degree or equivalent experience.

🏝️ Benefits

• An exceptional 401(k) plan: Our own! This includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and no plan fees.

• Comprehensive health plans, including dental and vision insurance.

• Competitive vacation time and parental leave.

• Additional Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to aid in understanding your equity and supporting your financial wellness.

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

• Carrot: Benefits for fertility healthcare and family planning.

• Candidly: Resources for student loan assistance to help you and your family manage, borrow, and repay student debt.

• Monthly work-from-home allowance and quarterly lifestyle stipend.

• Engaging team-building activities, ranging from virtual social gatherings to team offsites, fostering collaboration and camaraderie.