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Retirement Enrollment Specialist (Central/East)

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. Nearly half of all working Americans are not saving enough for their future 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.

Our values (the guiding principles that reflect our view on what's important and what's right): In it for customers, autonomous & accountable, outcomes driven, inclusive collaboration, and decisive.

As a member of the Revenue team you will support the setup and launch of our new clients' 401(k) plans here at Human Interest! You'll be working closely with the Customer Onboarding Specialists and serve as the face of Human Interest to our new clients, hosting live online enrollment meetings for a wide variety of companies (anything from the local plumber to the nationwide robotics firm), teaching them the benefits of their new 401(k) plan and driving increases in participation rates. Process-driven and people-focused - you are organized, friendly and flexible.

What you get to do every day

  • Work closely with Customer Onboarding Specialists to host 401(k) enrollment meetings for both startup and conversion plans to the Human Interest platform
  • Prepare client-specific slide decks to cover the plan's features as well as the basics of 401(k) saving and investing, including tax benefits
  • Prepare enrollment education portals to share enrollment materials with plan admins and employees
  • Communicate directly with clients to schedule and host enrollment meetings
  • Work cross-functionally within our organization (specifically with customer onboarding, sales, and account management) to make sure customer needs are met
  • Drive processes forward, managing internal and external stakeholders to keep our customers engaged, happy, and on-track
  • Identify potential areas for process improvement to help the team scale

What you bring to the role

  • 3+ years of experience in in customer-facing role in the financial or retirement industry preferred- i.e. account management, onboarding, sales
  • Experience creating content, hosting webinars, and presenting training materials
  • Excellent organizational and project management skills, are able juggle multiple tasks with varying deadlines and stakeholders without dropping the ball
  • A strong work ethic, proactively following up with internal and external stakeholders and keeping them on track
  • Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
  • A "people person" who truly enjoys interacting with people and can communicate difficult concepts fluidly
  • A passion for process; constantly on the lookout for inefficiencies that can be improved
  • A self-starting attitude and desire for learning new programs, systems, and widening your knowledge base about the retirement industry and our product
  • Available to work Mountain or Eastern hours
  • Bachelor's degree or equivalent experience
  • Proficiency in Business Spanish - reading, writing and speaking is a plus!

Please feel free to apply to this position even if you do not meet 100% of the requirements listed above.

Why you will love working at Human Interest

Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It's an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.

Compensation - The salary range for this role is between $80,000 - $87,000. This information reflects a salary range for this position based on current market data, and may vary by location. Exact compensation will be determined by the candidates' skills, experience, and other relevant factors. This position may also be eligible for additional incentives such as equity awards, short-term incentives, or sales compensation.

Benefits -

  • A great 401(k) plan: our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation.
  • Employees also receive 100% paid employee health, vision, and dental premiums; dependent premiums are covered at 50%.
  • Generous PTO and parental leave policies.
  • Monthly work from home stipend; annual wellness stipend.
  • Employee Resource Groups including Veterans, Lift Ev'ry Voice, Pride, LatinX, Families, and Women in Tech.
  • Fun online and regional events and celebrations and department and company-wide offsites.
  • The vast majority of our positions can be 100% remote.

About Human Interest:

We're a high-growth, Series D-funded company that's changing the retirement industry. Named one of America's Best Startup Employers by Forbes, one of the Best Places to Work by the San Francisco Business Times, and a Top Company by Y Combinator, we've raised $337M and are backed by leading investors, including TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

Inclusive collaboration makes us a better business

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.

Human Interest employees must adhere to the Company's security policies and Code of Ethics.

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines. See more: https://humaninterest.com/disclosures

We believe that everyone deserves access to a secure financial future. Human Interest offers the easiest and most affordable 401(k) retirement plan for the modern workforce. We empower all businesses, no matter their size, to safeguard the finan...

10 jobs
SECTOR
Investment & Asset Management
TEAM SIZE
501-1000
LOCATION
Hybrid
DATE POSTED
August 15, 2022

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