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.

• Provide competitive analysis including fee disclosure analysis & comparisons to assist in the sales process
• Drive and bridge client relationships to the implementation stage and sometimes ongoing
• Track product request and develop input to contribute to the increasing technology service that Human interest provides to clients
• Manage a high volume of inbound sales team and implementation team inquiries, over the phone and through email
• Work cross-functionally with internal and external partners to answer client inquiries on plan design and product support
• Identify common issues and trends, driving process improvements to solve them permanently

• 5+ years of experience in a client facing role in the financial or retirement industry - i.e. account management, onboarding, sales
• Prior Defined Contribution industry experience required
• A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly
• A strong work ethic, proactively following up with our customers and keeping them on track
• 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
• Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
• Excellent organizational skills, are able juggle multiple tasks with varying deadlines and stakeholders without dropping the ball
• Bachelor’s degree or equivalent experience

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 $66,000 - $75,000 OTE. 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