Retirement Sales ERISA Specialist

🕒 il y a 2 mois

🇺🇸 États-Unis – Télétravail

💵 $80 000 - $90 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🤑 Commercial

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Human Interest

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 2015

💸 Finance

💳 Fintech

💰 €200 000 000 Series D en 2021-08

Finance • Fintech

Human Interest est une entreprise qui propose des plans de retraite 401(k) et 403(b) abordables et complets, destinés principalement aux petites et moyennes entreprises. Fondée en 2015, elle vise à simplifier le processus de planification de la retraite grâce à des intégrations de paie fluides avec plus de 500 systèmes de paie leaders du marché. La société met l'accent sur les fonds à faible coût et l'absence de frais de transaction, et offre des solutions de retraite personnalisables pour répondre aux besoins diversifiés des employeurs et de leurs employés. Human Interest propose également des services de conseil en investissement via sa filiale, Human Interest Advisors LLC. Leur objectif est de rendre les avantages de la retraite accessibles aux entreprises de toutes tailles, améliorant ainsi le bien-être financier et la satisfaction des employés.

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

🎯 Exigences

• 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

🏖️ Avantages

• 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.