Affordable, full-service 401(k) plans for SMBs.
Retirement Sales ERISA Specialist
Location
United States
Posted
35 days ago
Salary
$80K - $90K / year
Seniority
Senior
Job Description
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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