Retirement Sales ERISA Specialist

<div class="content-intro"><p><img src="https://hi-contentful.imgix.net/4xN7JhmwCRuz3y9M8L8CF7/5c244c52cfc982bd1a348a80dc35d43b/hi-logo-new.svg?auto=formatixlib=react-9.0.3h=40w=132q=50dpr=2" alt="hi-logo" width="132" style="max-width: 100%;"></p></div><p><strong>Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.</strong> </p> <p>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.</p> <p>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 <a href="https://www.globenewswire.com/news-release/2023/01/13/2588448/0/en/Human-Interest-and-BlackRock-Join-Efforts-to-Expand-Access-to-Retirement-Plans-for-Working-Americans.html#:~:text=Human%20Interest%20has%20secured%20approximately%20%24500%20million%20in%20funding%20to%20datetext=NEW%20YORK%20and%20SAN%20FRANCISCO,businesses%20across%20the%20United%20States.">BlackRock</a>, <a href="https://www.globenewswire.com/news-release/2021/08/04/2274611/0/en/The-Rise-Fund-Leads-200M-Series-D-Investment-in-Human-Interest-to-Accelerate-Growth-and-Societal-Impact.html">TPG (The Rise Fund)</a>, SoftBank, <a href="https://www.globenewswire.com/news-release/2021/02/11/2174214/0/en/Human-Interest-Completes-105M-Series-C-Following-Breakout-Year-in-2020.html">Glynn Capital</a>, NewView Capital, USVP, Wing, Uncork, and more.</p> <p><strong>What you get to do every day</strong></p> <ul> <li>Review pricing information from other costly 401(k) providers in order to provide a competitive comparison for new business</li> <li>Track product request and develop input to contribute to the increasing technology service that Human interest provides to clients</li> <li>Provide educational and insights on various Revenue team meetings</li> <li> Manage a high volume of inbound sales team and implementation team inquiries, over the phone and through email</li> <li>Work with Manager to review process and procedures to optimize team performance </li> <li>Work cross-functionally with internal and external partners to answer client inquiries on plan design and product support</li> <li>Drive and bridge client relationships to the implementation stage and sometimes ongoing</li> <li>Identify common issues and trends, driving process improvements to solve them permanently</li> <li>Service a geographically diverse client base</li> <li>Work in a fast-paced startup environment</li> </ul> <p><strong>What you bring to the role</strong></p> <ul> <li>5+ years of experience in a client-facing role - i.e. customer support or account management</li> <li>Prior Defined Contribution industry experience required</li> <li>QKA or similar industry designation required</li> <li>Passionate about serving clients</li> <li>Strong organizational skills; you are able to juggle multiple tasks with varying deadlines and stakeholders without dropping the ball</li> <li>Communicate with confidence, professionalism and empathy over the phone and through email</li> <li>Remain composed in high-stress situations and convey empathy for our customers and their situation</li> <li>Meticulous attention to detail - rarely making typos and noticing</li> </ul> <p><strong>Nice to have</strong></p> <ul> <li>Bachelor’s degree or equivalent experience</li> <li>Experience in a fast-paced growth environment</li> <li>Located in EST or CST</li> </ul> <p><strong>Why you will love working at Human Interest</strong></p> <p>Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scali ... (truncated, view full listing at source)