Sales ERISA Specialist

United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Retirement Services, Financial ServicesIndustries

Requirements

Candidates must have 5+ years of experience in a client-facing role, such as customer support or account management, and prior Defined Contribution industry experience. A QKA or similar industry designation is required, along with strong organizational skills, confidence in communication, composure in high-stress situations, and meticulous attention to detail. A Bachelor's degree or equivalent experience is preferred, as is experience in a fast-paced growth environment and location in the Pacific time zone.

Responsibilities

The Sales ERISA Specialist will review pricing information from competitors to provide competitive comparisons for new business. They will track product requests and contribute input to enhance the company's technology services. The role involves providing educational insights in Revenue team meetings, managing a high volume of inbound inquiries from sales and implementation teams via phone and email, and working with management to optimize team performance. Responsibilities also include collaborating cross-functionally with internal and external partners to address client inquiries on plan design and product support, driving client relationships to the implementation stage, identifying and resolving common issues and trends to improve processes, and servicing a geographically diverse client base within a fast-paced startup environment.

Skills

ERISA

401(k)

Defined Contribution

Client Relationship Management

Sales Support

Process Improvement

Customer Support

Account Management

QKA

Human Interest

Simplifies retirement savings plans for businesses

About Human Interest

Human Interest simplifies the setup and management of retirement savings plans for small to medium-sized businesses. It offers a unique 401(k) plan that provides a 3% cash back on employee contributions, encouraging savings for employees earning $60,000 or less annually. The company handles all aspects of 401(k) plan administration, including syncing with payroll, processing contributions, and managing compliance testing and IRS paperwork, allowing businesses to focus on their core operations. Human Interest stands out from competitors by offering transparent pricing with no transaction fees, making it more affordable than traditional retirement benefits. Additionally, it provides financial education through its (k)ickstart™ classroom, which includes a free course for first-time savers, along with award-winning customer service and a mobile-friendly experience.

San Francisco, CaliforniaHeadquarters

2015Year Founded

$561.2MTotal Funding

DEBTCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation

Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest

Stock options for every employee

Generous PTO policy

HSA or FSA offering with an annual employer contribution

Short/Long-term disability and life insurance

Generous parental leave policy

Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year

Monthly work from home stipend

Annual wellness stipend

Risks

Increased competition from established financial institutions may pressure market share.

Rapid expansion into Utah could strain resources and operational capacity.

Reliance on technology makes Human Interest vulnerable to technological failures or disruptions.

Differentiation

Human Interest offers a unique 3% cash back on employee 401(k) contributions.

The company provides end-to-end administration, including compliance and IRS paperwork handling.

Human Interest charges clear, affordable pricing with zero transaction fees for businesses.

Upsides

The SECURE 2.0 Act could expand Human Interest's customer base among small businesses.

Partnership with BlackRock enhances credibility and provides resources for market expansion.

Increased demand for digital financial services boosts Human Interest's technology-driven approach.

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