401k Sales Activation Coordinator

United States

Apply with AI Apply

Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Retirement Services, Financial ServicesIndustries

Requirements

Candidates should have over 3 years of experience in a client-facing role within the financial or retirement industry, such as account management or onboarding. A working knowledge of the 401(k) product is required, with experience in 401(k) implementation or onboarding being a plus. The role also requires strong communication skills, meticulous attention to detail, and the ability to manage multiple client plans simultaneously. Proficiency in tools like Zoom, Gmail, and Google Workspace is appreciated, and candidates in the PST time zone are preferred.

Responsibilities

The 401k Sales Activation Coordinator will support the onboarding of new clients by collecting necessary company and bank information and proactively scheduling account setup calls. They will obtain prior recordkeeper documentation, conduct benefits analyses with the Quality Control team, and collaborate cross-functionally with operations and sales to meet customer needs. This role involves driving processes, managing stakeholders to keep customers engaged and on track, and identifying areas for process improvement to support team scaling. Additionally, the coordinator will confirm billing information for new clients and perform other assigned duties.

Skills

Client Onboarding

Client Relationship Management

Process Management

Cross-functional Collaboration

Sales Support

Operations Support

Benefits Analysis

Documentation Collection

Customer Service

Human Interest

Simplifies retirement savings plans for businesses

About Human Interest

Human Interest simplifies the setup and management of retirement savings plans for small to medium-sized businesses. It offers a unique 401(k) plan that provides a 3% cash back on employee contributions, encouraging savings for employees earning $60,000 or less annually. The company handles all aspects of 401(k) plan administration, including syncing with payroll, processing contributions, and managing compliance testing and IRS paperwork, allowing businesses to focus on their core operations. Human Interest stands out from competitors by offering transparent pricing with no transaction fees, making it more affordable than traditional retirement benefits. Additionally, it provides financial education through its (k)ickstart™ classroom, which includes a free course for first-time savers, along with award-winning customer service and a mobile-friendly experience.

San Francisco, CaliforniaHeadquarters

2015Year Founded

$561.2MTotal Funding

DEBTCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation

Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest

Stock options for every employee

Generous PTO policy

HSA or FSA offering with an annual employer contribution

Short/Long-term disability and life insurance

Generous parental leave policy

Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year

Monthly work from home stipend

Annual wellness stipend

Risks

Increased competition from established financial institutions may pressure market share.

Rapid expansion into Utah could strain resources and operational capacity.

Reliance on technology makes Human Interest vulnerable to technological failures or disruptions.

Differentiation

Human Interest offers a unique 3% cash back on employee 401(k) contributions.

The company provides end-to-end administration, including compliance and IRS paperwork handling.

Human Interest charges clear, affordable pricing with zero transaction fees for businesses.

Upsides

The SECURE 2.0 Act could expand Human Interest's customer base among small businesses.

Partnership with BlackRock enhances credibility and provides resources for market expansion.

Increased demand for digital financial services boosts Human Interest's technology-driven approach.

Land your dream remote job 3x faster with AI

Try Jobo Free