Human Interest · 1 hour ago
Retirement Sales ERISA Specialist
United States
Full-time
Remote
Mid, Senior Level
$80K/yr - $90K/yr
5+ years expHuman Interest is a high-growth fintech company focused on providing accessible retirement benefits to small and medium-sized businesses. The Retirement Sales ERISA Specialist will manage client relationships, provide competitive pricing comparisons, and optimize team performance while addressing client inquiries about plan design and product support.
Employee BenefitsFinanceFinTechRetirementWealth Management
Responsibilities
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
Qualification
Required
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
Preferred
Bachelor's degree or equivalent experience
Experience in a fast-paced growth environment
Located in Pacific time zone
Benefits
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
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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.
Company
Human Interest
Human Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement.
501-1000 employees
H1B Sponsorship
Human Interest has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (5)
2022 (2)
2021 (2)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
$914.6MKey Investors
Morgan Stanley Tactical ValueBlackRockThe Rise Fund
2025-10-31Series Unknown· $100M
2025-08-04Series E· $50M
2024-07-17Series E· $242M
Leadership Team
Jeff Schneble
CEO
Ayaskant Sahu
Senior Engineering Manager
Recent News
FundersClub
2025-12-30
2025-12-30
SV Angel
2025-11-28
Company data provided by crunchbase