Retirement Sales Activation Coordinator
Core
Guide new clients through the implementation process of retirement savings plans for small and medium-sized businesses, ensuring engagement and onboarding success.
Role type
Client-facing onboarding coordinator (retirement/fintech)
Builds
Retirement savings plan implementations for SMBs
Domain
Fintech / Retirement Planning
Deliverable
client delivery
Required skills
Client onboarding, 401(k) product knowledge, stakeholder management, process improvement, attention to detail, queue management
Preferred skills
3+ years in financial/retirement client-facing roles, 401(k) implementation experience, PST time zone availability
Technologies
Zoom, Gmail, Microsoft/Google Workspace
Responsibilities
Collect company and bank information for new clients, book account set-up calls, obtain prior recordkeeper documentation, conduct benefits analysis with Quality Control, manage internal and external stakeholders, confirm billing information, identify process improvement areas
Seniority
Mid-level, hands-on IC
