Retirement Sales Activation Specialist
Job Summary
Supporting the onboarding team remotely, the full-time Retirement Sales Activation Specialist will manage the setup and launch of new clients' 401(k) plans, ensuring customer engagement and satisfaction throughout the process.
Key responsibilities
- Communicate extensively with customers to understand their needs and assist in establishing their 401(k) plans
- Educate and guide newly signed customers on their options for helping employees save for retirement
- Collaborate cross-functionally with sales and account management to ensure customer needs are met
Required qualifications
- Knowledge and experience with retirement plan design, particularly in 401(k) plans
- 3+ years of customer onboarding experience in a SaaS environment or retirement industry
- Strong interpersonal skills with a passion for client interaction
- Excellent organizational skills to manage multiple tasks and deadlines
- Bachelor's degree or equivalent experience
Complete Job Description
The complete job description is available to members. Premium membership includes:
Full access to 42,491 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
BBB URL BBB URL
The company description is available to members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
