Human Interest

Sales ERISA Specialist

United States

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Retirement Services, Financial ServicesIndustries

About Human Interest

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. 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. 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 BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.

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
  • Located in Pacific time zone

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.

Our Operating Principles

Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.

  • Customer obsession: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
  • Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.
  • Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self!

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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