Retirement Sales ERISA Specialist

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

What you bring to the role

• 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 have

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

Why you will love working at Human Interest

Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.

Join Human Interest and make a lasting impact by shaping the future of retirement.