Sales ERISA Specialist

Summary

Join Human Interest, a high-growth fintech company revolutionizing the retirement industry, and make a lasting impact. We are on a mission to ensure all working Americans have access to retirement benefits. In this role, you will review pricing from other 401(k) providers, track product requests, provide educational insights, manage client inquiries, and work cross-functionally to support clients. You will also identify and solve common issues, driving process improvements. This fast-paced environment offers the opportunity to work with a geographically diverse client base and contribute to a mission-driven team. Human Interest offers a competitive compensation and benefits package, including a robust 401(k) plan, top-tier health insurance, and various wellness programs.

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

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

Preferred Qualifications

• Bachelor’s degree or equivalent experience
• Experience in a fast-paced growth environment
• Located in Pacific time zone

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