Retirement Sales ERISA Specialist

🕒 April 1

🇺🇸 United States – Remote

💵 $80k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

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Human Interest

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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.