Retirement & ERISA Specialist – Transform Retirement Benefits With Innovative Solutions
Employer
Promote Project
Salary
$85k-$90k (estimated pay)
Location
San Francisco, CA
Employment Type
Full-time
Сategory
Financial Advisors
Description
Join a mission-driven team at Human Interest to revolutionize retirement benefits for all working Americans. Experience financial independence through retirement savings with innovative tech solutions.
Qualifications
- 5+ years of client-facing experience
- Defined Contribution industry experience
- QKA or similar industry designation
- passionate about client service
Responsibilities
- Review pricing information
- Track product requests
- Provide educational insights
- Manage inbound sales inquiries
- Optimize team performance
- Work cross-functionally
- Drive client relationships
- Identify common issues and trends
- Service diverse client base
- Find solutions for internal team members
Education
Bachelor’s degree or equivalent experience is a nice-to-have
Benefits
- 401(k) with employer match
- health, dental, and vision insurance
- generous PTO and parental leave
- mental wellness benefits
- fertility healthcare and family forming benefits
- student loan resources
- work-from-home stipend
- Employee Resource Groups
- Fun events and celebrations
- most positions can be 100% remote
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