Retirement Sales ERISA Specialist
About The Position
Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more. What you get to do every day 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
Nice To Haves
- Bachelor’s degree or equivalent experience
- Experience in a fast-paced growth environment
Responsibilities
- 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
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
