CrawlJobs Logo

Director of Retirement Sales Activation

United States 130000.00 - 140000.00 USD / Year · Job Posted December 09, 2025
Apply Position
Job Link Share

Job Description

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. The Director of Sales Activation is responsible for driving efficiency, scalability, and velocity within our implementation processes, ensuring a seamless and high-impact onboarding experience. This metrics-driven leadership role focuses on consistently increasing the volume of successfully launched plans while optimizing resources and operational workflows.

Job Responsibility

  • Work closely with the Sales Activation Managers (SAM) to identify trends and strategies that will improve the onboarding timeline and experience
  • Work with / coach your team of SAMs to improve the quality and effectiveness of the 90-day onboarding process and launch rates
  • Assist in leading the onboarding support functions which includes setup, payroll connectivity, program management, quality assurance, and conversion onboarding
  • Strategize and innovate scalable processes to drive higher volume of launched plans
  • Actively work with the Product and Integration teams to eliminate manual processes and continue to drive automation within the customer onboarding experience
  • Scale the team by identifying opportunities to automate and streamline the onboarding process
  • Partner with Revenue Enablement, Revenue Leadership, Customer Support Operations and other teams to enhance current onboarding communication, collaboration, and resolving customer escalations
  • Closely monitor key onboarding performance metrics and implement changes that will drive continual improvement
  • Practice radical candor and performance management skills via overall people management to ensure alignment and growth of the organization

Requirements

  • 13+ years of total experience with 5+ years of management in sales, customer implementation or related disciplines in a SaaS environment
  • Demonstrated success working with high volume metrics
  • Demonstrated success meeting or exceeding monthly quota’s
  • Experience in SaaS and ability to work in a fast paced tech environment
  • Excellent written, oral, presentation, and interpersonal communication skills
  • Bachelor’s degree in a related discipline
  • Experience evolving and optimizing people, processes, and tools
  • Expertise managing and overseeing large complicated accounts and projects
  • Ability to effectively facilitate change from executive level down
  • Executive-level communication with the ability to effectively navigate and mediate conflict
  • Strong people and performance management experience
  • Work closely with cross functional teams with a broad range of startup and enterprise experience

Nice to have

  • Experience and/or knowledge in the 401(k) industry
  • Sales leadership experience
  • 401(k) sales experience

What we offer

  • A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) 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 to help you understand your equity and support your financial wellness
  • Lyra: Enhanced Mental Health Support for Employees and dependents
  • Carrot: Fertility healthcare and family forming benefits
  • Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
  • Monthly work-from-home stipend
  • quarterly lifestyle stipend
  • Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Director of Retirement Sales Activation

8 matching positions

Community Sales Manager

Location
Location
Canada , Victoria
Salary
Salary:
Not provided
atriaseniorliving.com Logo
Atria Senior Living
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • One to two years of related sales experience
  • Must possess strong customer service skills, basic financial knowledge of revenue and profitability, intermediate computer and electronic file management skills and strong organizational skills including ability to follow-up, detail-oriented, ability to multi-task
  • Must have the ability to maintain confidentiality
  • Must possess valid driver's license
  • Must satisfactorily meet and be in compliance with Atria motor vehicle policy standards
Job Responsibility
Job Responsibility
  • Primarily focused on sales activities outside the community by making sales calls to potential residents, referral sources and other resources
  • Work with the Executive Director and the Regional Sales Manager to develop and implement a rolling 90 day Sales and Marketing Plan
  • Meet or exceed weekly company/community sales standards
  • Produce a weekly sales forecast
  • Respond to telephone inquiries, remotely and in real time where possible, and conduct walk-in and scheduled tours with prospective residents or interested parties
  • Work with the Executive Director and the Regional Sales Manager to facilitate training and continuous in servicing for all community staff that may have occasion to field an inquiry call or conduct a walk-in or scheduled tour
  • Work with all departments to support the sales effort through coaching and training in the community
  • Accurately maintain the community's Customer Relationship Management database by collecting and entering information about new inquiries and recording consistent and appropriate follow up communication with inquiries and prospective residents
  • Accurately maintain the Organizational and Contact libraries in the community's Customer Relationship Management database by entering information about new potential referral sources, updating information about current referral sources and keeping detailed accounts of appointments with individual referral source contacts
  • Develop and maintain relationships with any and all potential referral sources and conduct on-going field visits
What we offer
What we offer
  • Competitive Pay
  • Paid Holidays & PTO
  • Comprehensive Health Plans
  • Career Advancement Opportunities
  • Tuition Reimbursement
  • Employee Loyalty Rewards Program
  • Retirement Savings Plan with Employer Match
  • Rewards & Recognition
  • Health & Safety
  • Fulltime
Read More
Arrow Right

Community Business Manager

The Community Business Director is responsible for managing financial aspects of...
Location
Location
Canada , Prince George
Salary
Salary:
Not provided
atriaseniorliving.com Logo
Atria Senior Living
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Degree or diploma in Accounting, Business, Finance or a related field or an equivalent combination of education and experience
  • Working knowledge of provincial employment standards practices
  • Three (3) or more years’ work experience in business office management
  • Demonstrated ability to use independent judgment and discretion to make decisions designed to achieve Company expectations and goals for the community
  • Ability to perform or learn budget analysis and variance reporting
  • Proficient in using Microsoft Office and ability to operate standard office equipment
  • Position may require driving responsibilities (may use Company provided vehicle and/or personal vehicle)
  • Must possess valid driver’s license
  • Must satisfactorily meet and be in compliance with Atria Motor Vehicle Policy standards
Job Responsibility
Job Responsibility
  • Manage, in accordance with appropriate processes and procedures, collection and maintenance of resident data in Company systems, including but not limited to demographic and status changes, billing confirmations, and entering resident move in contracts
  • Manage the community’s accounting finances, utilizing independent judgment and discretion to analyze and verify submitted expenditures and budgetary matters for community departments
  • Responsible for interviewing, hiring, training, developing, and evaluating assigned staff
  • Manage and direct all accounts receivable and accounts payable functions of the community
  • Coordinate with the Executive Director and Human Resources Manager/Director the on-site human resources and employment functions for the community, including but not limited to administrating employee leaves, advising and counseling on employment activities, including all hiring and on-boarding processes, training and education on specified employee benefits, performs payroll administration and ensuring employees’ files are maintained in accordance with Atria Retirement Canada’s policies and applicable law
  • Participate in month-end close processes of accrual preparation and analysis of general ledger and monthly financials in conjunction with Executive Director
  • Work in conjunction with the Executive Director with the preparation of operational and financial variance reports
  • Provide training and orientation to new employees and any applicable ongoing training for current employees
  • Work diligently toward the completion of special projects, requests, and assignments as appropriate
  • Assist in sales process by conducting inquiry tours and responding to general questions
What we offer
What we offer
  • Competitive Pay
  • Paid Holidays & PTO
  • Comprehensive Health Plans
  • Career Advancement Opportunities
  • Tuition Reimbursement
  • Employee Loyalty Rewards Program
  • Retirement Savings Plan with Employer Match
  • Rewards & Recognition
  • Health & Safety
  • Fulltime
Read More
Arrow Right

Community Sales Manager

The following essential functions are the fundamental job duties of the position...
Location
Location
Canada , Nepean
Salary
Salary:
Not provided
atriaseniorliving.com Logo
Atria Senior Living
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • One to two years of related sales experience
  • Must possess strong customer service skills, basic financial knowledge of revenue and profitability, intermediate computer and electronic file management skills and strong organizational skills including ability to follow-up, detail-oriented, ability to multi-task
  • Must have the ability to maintain confidentiality
  • Position requires driving responsibilities (may use Company provided vehicle and/or personal vehicle)
  • Must possess valid driver’s license
  • Must satisfactorily meet and be in compliance with Atria motor vehicle policy standards
Job Responsibility
Job Responsibility
  • Primarily focused on sales activities outside the community by making sales calls to potential residents, referral sources and other resources
  • Work with the Executive Director and the Regional Sales Manager to develop and implement a rolling 90 day Sales and Marketing Plan
  • Meet or exceed weekly company/community sales standards
  • Produce a weekly sales forecast
  • Respond to telephone inquiries, remotely and in real time where possible, and conduct walk-in and scheduled tours with prospective residents or interested parties
  • Work with the Executive Director and the Regional Sales Manager to facilitate training and continuous in servicing for all community staff that may have occasion to field an inquiry call or conduct a walk-in or scheduled tour
  • Work with all departments to support the sales effort through coaching and training in the community
  • Accurately maintain the community’s Customer Relationship Management database by collecting and entering information about new inquiries and recording consistent and appropriate follow up communication with inquiries and prospective residents
  • Accurately maintain the Organizational and Contact libraries in the community’s Customer Relationship Management database by entering information about new potential referral sources, updating information about current referral sources and keeping detailed accounts of appointments with individual referral source contacts
  • Develop and maintain relationships with any and all potential referral sources and conduct on-going field visits
What we offer
What we offer
  • Competitive Pay
  • Paid Holidays & PTO
  • Comprehensive Health Plans
  • Career Advancement Opportunities
  • Tuition Reimbursement
  • Employee Loyalty Rewards Program
  • Retirement Savings Plan with Employer Match
  • Rewards & Recognition
  • Health & Safety
  • Fulltime
Read More
Arrow Right

Community Sales Manager

The following essential functions are the fundamental job duties of the position...
Location
Location
Canada , Victoria
Salary
Salary:
Not provided
atriaseniorliving.com Logo
Atria Senior Living
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • One to two years of related sales experience
  • Must possess strong customer service skills, basic financial knowledge of revenue and profitability, intermediate computer and electronic file management skills and strong organizational skills including ability to follow-up, detail-oriented, ability to multi-task
  • Must have the ability to maintain confidentiality
  • Position requires driving responsibilities (may use Company provided vehicle and/or personal vehicle)
  • Must possess valid driver’s license
  • Must satisfactorily meet and be in compliance with Atria motor vehicle policy standards
Job Responsibility
Job Responsibility
  • Primarily focused on sales activities outside the community by making sales calls to potential residents, referral sources and other resources
  • Work with the Executive Director and the Regional Sales Manager to develop and implement a rolling 90 day Sales and Marketing Plan
  • Meet or exceed weekly company/community sales standards
  • Produce a weekly sales forecast
  • Respond to telephone inquiries, remotely and in real time where possible, and conduct walk-in and scheduled tours with prospective residents or interested parties
  • Work with the Executive Director and the Regional Sales Manager to facilitate training and continuous in servicing for all community staff that may have occasion to field an inquiry call or conduct a walk-in or scheduled tour
  • Work with all departments to support the sales effort through coaching and training in the community
  • Accurately maintain the community’s Customer Relationship Management database by collecting and entering information about new inquiries and recording consistent and appropriate follow up communication with inquiries and prospective residents
  • Accurately maintain the Organizational and Contact libraries in the community’s Customer Relationship Management database by entering information about new potential referral sources, updating information about current referral sources and keeping detailed accounts of appointments with individual referral source contacts
  • Develop and maintain relationships with any and all potential referral sources and conduct on-going field visits
What we offer
What we offer
  • Competitive Pay
  • Paid Holidays & PTO
  • Comprehensive Health Plans
  • Career Advancement Opportunities
  • Tuition Reimbursement
  • Employee Loyalty Rewards Program
  • Retirement Savings Plan with Employer Match
  • Rewards & Recognition
  • Health & Safety
  • Fulltime
Read More
Arrow Right

Executive Director (Cedarcroft Place)

The Executive Director of our community is responsible for the overall operation...
Location
Location
Canada , Oshawa
Salary
Salary:
85000.00 CAD / Year
springliving.ca Logo
Spring Living
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of two years’ relevant experience in the retirement or hospitality industry
  • Minimum 5 years of leadership experience
  • Experience in progressively responsible roles with demonstrated leadership, interpersonal, marketing and financial planning skills
  • Graduate of a post secondary certificate/diploma or degree program in nursing, social work, gerontology, hospitality or business
  • Demonstrated effective communication (written and verbal) and leadership skills
  • Self directed
  • Accountable
  • Effective problem solver
  • Wears personal protective equipment (or clothing) as required by task, MSDS, or residence policy
  • Must be prepared to respond to emergency situations
Job Responsibility
Job Responsibility
  • Responsible for the overall operation of the retirement residence including resident care, programs, services, environmental coordination and fiscal performance
  • Creates and operates a retirement residence where the residents enjoy a lifestyle and quality of life exceeding their expectations
  • Maintains a safe and secure environment for residents, visitors and other Team Members
  • All duties are performed in the best interest of the residents and their families, and in accordance with Spring Living’s vision, mission and values statements
  • Responsible for ensuring a safe, secure environment for all residents
  • Complies with all levels of legislation
  • Oversees all aspects of operational programs to ensure that the programs and property consistently meet Spring Living’s expectations for a successful and profitable retirement residence, while ensuring the well-being and comfort of residents’ remains of prime importance
  • Ensures quality care and services are provided to residents
  • Monitors quality of care and services, reporting, planning, organizing, implementing and evaluating remedial action and improvement plans (as required)
  • Ensures the provision of meals for all residents utilizing the food plan provided
What we offer
What we offer
  • Equal access and participation for people with disabilities
  • Accommodation available during recruitment and selection process
  • Fulltime
Read More
Arrow Right

Sales Consultant

Spring Living Retirement Communities (springliving.ca) is a boutique, rapidly gr...
Location
Location
Canada , Ottawa
Salary
Salary:
52000.00 CAD / Year
springliving.ca Logo
Spring Living
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous sales experience in retirement or seniors living
  • Experience in generating sales relationships
  • Experience in marketing and/or customer service
  • Experience working with seniors
  • Post-secondary education in a related field is considered an asset
  • Strong prospecting and closing skills
  • Ability to successfully follow an established sales process, including closing sales transactions
  • Empathetic and caring interpersonal customer service skills
  • Ability to multi-task, network and promote services
  • Exceptional time management skills
Job Responsibility
Job Responsibility
  • Responsible for sales and leasing of retirement suites in assigned community offering Independent Supportive Living and Assisted Living
  • Leverages Spring Living’s consultative sales process to help seniors and adult children make informed decisions when choosing a retirement residence
  • Manages telephone inquiries with a discovery approach to encourage and convert to personal visit bookings
  • Conduct personal visits to understand, bring value, and create valuable next steps in the sales process
  • Executes creative follow-up efforts, and conducting tours to meet and exceed occupancy goals
  • Works directly with the present data base to determine next steps in the sales process to encourage personalized visits, and subsequent lease signings
  • Using active listening, personal discovery and relationship building skills, you will provide personalized consultation to deliver a vision of our lifestyle that will benefit in assisting seniors in meeting their needs
  • Takes sales calls and emails, and follows up with prospects, consistently overcoming objections, leading them through the sales process, and closing sales
  • Works with the Executive Director and Corporate Director of Sales and Marketing to meet or exceed budgeted sales occupancy targets
  • Tracks sales activity in CRM database and analyzes reports to identify sales trends specific to the community and residence
  • Fulltime
Read More
Arrow Right

Director, Business Development

Under general direction with a high level of autonomy, uses extensive knowledge ...
Location
Location
United States
Salary
Salary:
100000.00 - 140000.00 USD / Year
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s: Business Administration, Bachelor’s: Marketing
  • General Experience - 3 to 6 years
  • Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
  • Knowledge of fundamental concepts, principles and practices of the company sponsored retirement plan industry
  • Skill in identifying the needs of plan sponsors through effective questioning and listening techniques
  • Skill in supporting advisors in efforts to grow their business
  • Skill in organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
  • Skill in preparing and delivering clear, convincing, and professional sales presentations to small and large audiences
  • Skill in problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner
  • Skill in analyzing business processes and identifying process improvement opportunities
Job Responsibility
Job Responsibility
  • Create new and manage existing relationships with retirement plan specialist, Registered Investment Advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory
  • Lead projects, programs or processes with significant business impact involving cross-functional teams
  • Develop tactical plans and complete complex assignments with substantial latitude for unreviewed actions or decisions
  • Provide comprehensive solutions to complex problems or needs
  • Build and maintain relationships with financial advisors to generate revenue within a specific territory
  • Identify, qualify and engage with retirement plan specialist advisors in territory
  • Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in territory
  • Assist with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows
  • Develop and implement business plans for the territory to deliver on sales goals
  • Present sales activities at weekly meetings
  • Fulltime
Read More
Arrow Right

Sales Consultant

Passionate about making a difference in a senior’s life? Want to experience sale...
Location
Location
Canada , Orangeville
Salary
Salary:
Not provided
springliving.ca Logo
Spring Living
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous sales experience in retirement or seniors living
  • Experience in generating sales relationships
  • Experience in marketing and/or customer service
  • Experience working with seniors
  • Post-secondary education in a related field is considered an asset
  • Strong prospecting and closing skills
  • Ability to successfully follow an established sales process, including closing sales transactions
  • Empathetic and caring interpersonal customer service skills
  • Ability to multi-task, network and promote services
  • Exceptional time management skills
Job Responsibility
Job Responsibility
  • Responsible for sales and leasing of retirement suites in assigned community offering Independent Supportive Living and Assisted Living
  • Leverages Spring Living’s consultative sales process to help seniors and adult children make informed decisions when choosing a retirement residence. Successfully executes the Spring Living sales process
  • Manages telephone inquiries with a discovery approach to encourage and convert to personal visit bookings
  • Conduct personal visits to understand, bring value, and create valuable next steps in the sales process
  • Executes creative follow-up efforts, and conducting tours to meet and exceed occupancy goals
  • Works directly with the present data base to determine next steps in the sales process to encourage personalized visits, and subsequent lease signings
  • Using active listening, personal discovery and relationship building skills, you will provide personalized consultation to deliver a vision of our lifestyle that will benefit in assisting seniors in meeting their needs
  • Takes sales calls and emails, and follows up with prospects, consistently overcoming objections, leading them through the sales process, and closing sales
  • Works with the Executive Director and Corporate Director of Sales and Marketing to meet or exceed budgeted sales occupancy targets
  • Tracks sales activity in CRM database and analyzes reports to identify sales trends specific to the community and residence
Read More
Arrow Right