Human Interest logo
Human Interest

Affordable, full-service 401(k) plans for SMBs.

Retirement Sales ERISA Specialist

SalesSalesFull TimeRemoteSeniorTeam 501-1,000Since 2015H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

35 days ago

Salary

$80K - $90K / year

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job 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

Job 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.

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