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401k Sales Activation Coordinator at Human Interest. Location Information: United States. Affordable, full-service 401(k) plans for SMBs.. Previously, only large companies offered employee retirement plans, leaving more than half of all working Americans without a path to a secure financial future. . We believe that a path to financial independence should be accessible to people in all lines of work.. Here are the big things we've done to shake things up in the retirement industry:. eliminated all 401(k) transactions fees for companies and their employees;. made it so easy to start saving that we see 2x the average industry participation rate. helped thousands of customers open their company’s first 401(k) plan and start saving. built end-to-end technology to solve administrative and compliance headaches for small and medium-sized businesses. Support a successful Onboarding of a new client by collecting company and bank information for one or multiple businesses based on ownership. Proactively reach out to clients to book the account set-up call. Obtain prior recordkeeper documentation and work with the Quality Control team to conduct benefits analysis. Work cross-functionally within our organization (specifically with operations and sales) to make sure customer needs are met. Drive processes forward, managing internal and external stakeholders to keep our customers engaged, happy, and on-track. Identify potential areas for process improvement to help the team scale. Confirm billing information for new clients. Other duties as assigned. 3+ years of experience in a client-facing role in the financial or retirement industry preferred- i.e. account management, onboarding, sales. Working knowledge of the 401(k) product. Experience within 401(k) Implementation/ Onboarding is a bonus. Thrive being a part of a team.. A “people person” who enjoys interacting with clients and can communicate difficult concepts fluidly. A strong work ethic, proactively following up with our customers and keeping them on track. Experience working in a fast-paced, high growth software company where change is a constant. Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss. Ability to manage a queue of plans of your own and also be a contributing member of the onboarding core team. Proficient in applications such as Zoom, Gmail, and Microsoft/Google Workspace (Appreciated not required). Pay range:. $25.45 - $26.45p/h. A great 401(k) plan with a dollar-for-dollar employer match up to 4% of compensation 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. Lyra: Enhanced Mental Health Support for Employees and dependents. Carrot: Fertility healthcare and family forming benefits. Candidly: Student loan resource. Monthly work-from-home stipend; quarterly lifestyle stipend. Engaging team-building experiences, ranging from virtual social events to team offsites