Retirement Sales ERISA Specialist
Human Interest
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $80,000 - $90,000 per year
Job Level
Mid-LevelSenior
About the role
- 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
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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
organizational skillscommunicationempathyattention to detailclient relationship managementprocess improvementproblem-solvingtime managementstress managementcross-functional collaboration
Certifications
QKA