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Retirement Plan Consultant

Human Interest

Human Interest

Remote, OR, USA · United States
Posted on Thursday, September 7, 2023

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. Too often it’s 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.

We’re a high-growth tech company changing the retirement industry. We’ve raised $500M and are backed by leading investors. Most recently, by funding from BlackRock as well as many other top investors: TPG (The Rise Fund) with SoftBank led our Series D, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

What you get to do every day

  • 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

What you bring to the role

  • 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

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.

Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.

  • Customer obsession
  • Long-term orientation
  • Autonomous and accountable teams
  • An escalating bar for talent and performance
  • Fundamental optimism

Read more

Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The base salary for this position spans from a minimum of $51,200 in our lowest geographic region to a maximum of $108,250 in our highest geographic region. The salary that we offer to a new employee within this range is based on their location within the US, their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. This position will also offer a variable target of $10,000. All of our employees are offered a robust suite of physical, financial and mental wellness benefits.

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
  • Generous PTO and parental leave policies
  • Lyra - Enhanced Mental Health Support for Employees and dependents
  • Carrot - Fertility healthcare and family forming benefits
  • Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt
  • 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 offsites
  • The vast majority of our positions can be 100% remote

We’re a great place to work (but don’t take our word for it)

Here’s a list of our awards and accolades:

  • Certified as a Great Place To Work® (2023)
  • Best Places to Work by Built In (2023)
  • A Top Company by Y Combinator (2020-2023)
  • America’s Best Startup Employers by Forbes (2020-2022)
  • Inc. Fastest Growing Companies (2021)


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