Remote opportunity at
Human InterestRetirement Sales Activation Specialist, CG/Conversion
Human Interest is looking for a Retirement Sales Activation Specialist to join its onboarding group. The role is full time and fully remote. The company's aim…
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About This Role
Human Interest is looking for a Retirement Sales Activation Specialist to join its onboarding group. The role is full time and fully remote. The company's aim is to make retirement savings practical for small and mid-sized employers, so their staff can work toward financial independence. Human Interest reports raising more than $700 million across primary and secondary rounds, and serves clients that range from neighborhood tradespeople to national robotics manufacturers.…
Job Description
Human Interest is looking for a Retirement Sales Activation Specialist to join its onboarding group. The role is full time and fully remote. The company's aim is to make retirement savings practical for small and mid-sized employers, so their staff can work toward financial independence. Human Interest reports raising more than $700 million across primary and secondary rounds, and serves clients that range from neighborhood tradespeople to national robotics manufacturers.
The specialist helps new employers launch their 401(k) programs. Day to day, that means regular conversations with customers to learn what they need, explaining the plan options their workers can choose from, and keeping each onboarding moving so the client stays satisfied. The specialist also coordinates with the sales and account teams, keeps internal colleagues and outside partners aligned, and identifies process changes that will help the group scale.
A strong candidate is organized, personable and adaptable, and handles many tasks with shifting deadlines without losing track. The posting asks for familiarity with how retirement plans are structured, especially 401(k) designs, plus at least three years of onboarding work in a software-as-a-service or retirement environment. Clear, friendly explanations of technical topics are key. The company also expects enthusiasm for handling a large caseload, with dozens of new clients every month, and lists a bachelor's degree or comparable experience as a qualification.
Responsibilities
- Guide newly signed employers through setting up and launching 401(k) plans
- Describe plan choices so employees understand how to save
- Keep onboardings on schedule while maintaining client satisfaction
- Collaborate with the sales and account teams on client needs
- Manage stakeholders inside and outside the company to keep work moving
- Recommend process improvements as the team grows
Requirements
- Knowledge of retirement plan design, particularly 401(k) plans
- Three or more years onboarding clients in SaaS or retirement services
- Ability to handle dozens of onboardings each month with enthusiasm
- Clear communicator who explains complicated subjects simply
- Strong organization across many deadlines and stakeholders
Qualifications
- Bachelor's degree or comparable experience
- Steady follow-up habits and a strong work ethic
Core Skills
Benefits
- Company 401(k), matching dollar for dollar up to 4 percent of pay, vested right away, with zero plan fees
- Medical, dental and vision insurance
- Generous paid time off and parental leave
- Monthly remote-work stipend plus a quarterly lifestyle stipend
- Mental health support, fertility care, student loan guidance and wealth tools
- Employee resource groups and company social events
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is this role remote?
Yes. The posting lists the role as remote, and says the vast majority of company positions can be fully remote.
What is the base salary?
The base salary is $70,000 to $75,000, plus a $35,000 variable target.
Is a degree required?
The posting lists a bachelor's degree or comparable experience as a qualification.
How do I apply?
The posting does not describe the application process.
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