Retirement Sales ERISA Specialist

🕒 Abril 1

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $80.000 - $90.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🤑 Vendas

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Human Interest

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 2015

💸 Finanças

💳 Fintech

💰 $200.000.000 Series D em 2021-08

Finance • Fintech

A Human Interest é uma empresa que oferece planos de aposentadoria 401(k) e 403(b) acessíveis e completos, com foco principalmente em pequenas e médias empresas. Fundada em 2015, seu objetivo é simplificar o processo de planejamento de aposentadoria por meio de integrações de folha de pagamento com mais de 500 sistemas de folha de pagamento líderes. A empresa enfatiza fundos de baixo custo e zero taxas de transação, oferecendo soluções de aposentadoria personalizáveis para atender às diversas necessidades de empregadores e seus funcionários. A Human Interest também oferece serviços de consultoria em investimentos por meio de sua subsidiária, Human Interest Advisors LLC. Seu objetivo é tornar os benefícios de aposentadoria acessíveis a empresas de vários tamanhos, promovendo o bem-estar financeiro e a satisfação dos funcionários.

Descrição

• Review pricing information from other costly 401(k) providers in order to provide a competitive comparison for new business • Track product request and develop input to contribute to the increasing technology service that Human interest provides to clients • Provide educational and insights on various Revenue team meetings • Manage a high volume of inbound sales team and implementation team inquiries, over the phone and through email • Work with Manager to review process and procedures to optimize team performance • Work cross-functionally with internal and external partners to answer client inquiries on plan design and product support • Drive and bridge client relationships to the implementation stage and sometimes ongoing • Identify common issues and trends, driving process improvements to solve them permanently • Service a geographically diverse client base • Work in a fast-paced startup environment

🎯 Requisitos

• 5+ years of experience in a client-facing role - i.e. customer support or account management • Prior Defined Contribution industry experience required • QKA or similar industry designation required • Passionate about serving clients • Strong organizational skills; you are able to juggle multiple tasks with varying deadlines and stakeholders without dropping the ball • Communicate with confidence, professionalism and empathy over the phone and through email • Remain composed in high-stress situations and convey empathy for our customers and their situation • Meticulous attention to detail - rarely making typos and noticing

🏖️ Benefícios

• 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.