Retirement Sales Erisa Specialist • Mid-Level

Who you are

You have a strong understanding of retirement plans and ERISA regulations — your expertise allows you to provide valuable insights and support to clients navigating their retirement options. You excel in managing high volumes of inquiries, ensuring that each client receives the attention and information they need to make informed decisions about their retirement savings. Your ability to work cross-functionally with internal and external partners is key to driving successful client relationships and implementations. You are detail-oriented and proactive in identifying common issues and trends, which helps in driving process improvements that enhance team performance.

What you'll do

In this role, you will review pricing information from various 401(k) providers to provide competitive comparisons for new business opportunities. You will track product requests and contribute to the development of technology services that Human Interest offers to its clients. Your responsibilities will include managing a high volume of inquiries from the sales and implementation teams, both over the phone and through email. You will collaborate with your manager to review processes and procedures, optimizing team performance and ensuring that client needs are met efficiently. Additionally, you will work closely with clients to bridge relationships from initial contact through to implementation, providing ongoing support as needed.

What we offer

At Human Interest, you will be part of a mission-driven team focused on making retirement benefits accessible to all. We offer a competitive salary and benefits package, along with opportunities for professional growth in a rapidly evolving fintech landscape. Join us in transforming the retirement industry and making a meaningful impact on the financial independence of working Americans.