Retirement Sales ERISA Specialist

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‑size 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, including funding from Marshall Wace, Baillie Gifford, 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 to provide a competitive comparison for new business. Track product requests and contribute input to the increasing technology service that Human Interest provides to clients. Provide educational insights during various Revenue team meetings. Manage a high volume of inbound sales team and implementation team inquiries, over the phone and through email. Work with your Manager to review processes and procedures to optimize team performance. Collaborate 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 (e.g., 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 can 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 errors. 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‑size 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. Operating Principles 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! Escalating Bar for Talent and Performance : We’re constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement. Fundamental Optimism : We see the glass as half full and keep filling it with amazing ideas. We believe in the power of positivity and the potential for greatness. Compensation At Human Interest, we consider the cost of labor for each position across the U.S. The base salary for this position spans $80,000–$90,000, with the minimum in our lowest geographic region and the maximum in our highest geographic region. The salary we offer to a new employee within this range depends on their location, relevant job-related skills, and experience. Base salary is one component of the overall rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All employees receive a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history or criminal history prior to a conditional offer of employment. Benefits A great 401(k) plan: Our own! Includes a dollar‑for‑dollar employer match up to 4% of compensation (immediately vested) and zero plan fees. Top‑of‑the‑line health, dental, and vision insurance. Competitive time off and parental leave. Additional 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 off‑sites, promoting collaboration and camaraderie. We’re a great place to work (but don’t take our word for it) Certified as a Great Place To Work® (2023‑2025) Fortune Best Place to Work in the Bay Area (2024) Best Places to Work by Built In (2023‑2024) America’s Best Startup Employers by Forbes (2020‑2022, 2024) A Top Company by Y Combinator (2020‑2023) Inc. Fastest Growing Companies (2021) Equal Opportunity Employer Statement Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Employment with Human Interest is at‑will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement. We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at View email address on click.appcast.io . Thank you for considering a career with Human Interest. We look forward to the possibility of collaborating together. #J-18808-Ljbffr Human Interest