Retirement Sales Activation Specialist

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

📋 Description

• Engage extensively with clients to ascertain their needs and assist in establishing 401(k) plans.

• Educate, mentor, and inform newly enrolled clients regarding retirement savings alternatives.

• Achieve monthly activation goals by effectively managing client pipelines, timelines, objections, adherence to processes, and communication strategies.

• Adhere to onboarding workflows to enhance efficiency, eliminate bottlenecks, and promote operational excellence.

• Collaborate with internal teams and leadership to address customer escalations and enhance the sales activation process.

• Work alongside sales and account management to fulfill customer requirements.

• Coordinate with internal and external stakeholders to maintain customer engagement and ensure they remain on track.

• Identify opportunities for process enhancements to facilitate team scalability.

⛳️ Requirements

• Proficient knowledge and experience in retirement plan design, especially with 401(k) plans.

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

• Enjoy engaging with clients and articulating complex concepts with ease.

• Demonstrated energy and enthusiasm for onboarding 40–50+ clients each month.

• Strong work ethic with a proactive approach to customer follow-up.

• Exceptional organizational skills with the capability to handle multiple tasks, deadlines, and stakeholders.

• Bachelor’s degree or equivalent experience.

🏝️ Benefits

• Variable target of $30,000.

• Comprehensive suite of physical, financial, and mental wellness benefits.

• Dollar-for-dollar 401(k) employer match up to 4% of compensation, immediately vested.

• No fees for the 401(k) plan.

• Health insurance.

• Dental insurance.

• Vision insurance.

• Competitive paid time off.

• Parental leave.

• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center dedicated to equity understanding and financial wellness.

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

• Carrot fertility healthcare and family-forming benefits.

• Candidly student loan assistance resources.

• Monthly work-from-home stipend.

• Quarterly lifestyle stipend.

• Team-building opportunities, encompassing virtual social events and team offsite gatherings.