Retirement Sales Activation Specialist
Core
Support the setup and launch of new clients' 401(k) plans for small and medium-sized businesses, ensuring sales activation targets are met and customers are engaged.
Role type
Sales activation specialist (onboarding)
Builds
401(k) retirement plans for SMBs
Domain
Fintech / Retirement savings
Required skills
Retirement plan design knowledge, customer implementation experience, sales experience, objection handling, process management, stakeholder management, organizational skills
Preferred skills
SaaS environment experience, high-velocity onboarding experience
Responsibilities
Communicate with customers to identify needs and establish 401(k) plans, educate customers on retirement savings choices, meet monthly activation targets, follow onboarding workflows to increase velocity, partner cross-functionally to resolve escalations, drive process improvements
Seniority
Mid-level, hands-on IC