Affordable, full-service 401(k) plans for SMBs.
Retirement Sales Activation Specialist
Location
United States
Posted
2 days ago
Salary
$63K - $65K / year
Seniority
Senior
Job Description
Job Requirements
- Possess knowledge and experience with retirement plan design, particularly in 401(k) plans
- 3+ years of customer implementation or sales experience in a SaaS environment or retirement industry
- A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly
- Energy and passion- the concept of onboarding 40-50+ customers a month excites you - velocity is everything!
- A strong work ethic, proactively following up with our customers and keeping them on track
- Excellent organizational skills, are able juggle multiple tasks with varying deadlines and stakeholders without dropping the ball
- Bachelor’s degree or equivalent experience.
Benefits
- A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
- Top-of-the-line health plans, as well as dental and vision insurance
- Competitive time off and parental leave
- Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: Enhanced Mental Health Support for Employees and dependents
- Carrot: Fertility healthcare and family forming benefits
- Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
- Monthly work-from-home stipend; quarterly lifestyle stipend
- Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
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