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

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

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.

Retirement Sales ERISA Specialist

Key skills