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Retirement Benefits Consultant

2 months ago

San Francisco, California, United States Promote Project Full time
About Promote Project

Promote Project is dedicated to ensuring that individuals across various professions have access to retirement savings options.

A significant portion of the workforce in the United States is not adequately preparing for their retirement. Often, this is due to employment with organizations that lack retirement plans. Promote Project is transforming this landscape by providing affordable and accessible retirement solutions for small to medium enterprises, enabling their employees to achieve financial security through retirement savings.

We are a rapidly expanding technology firm revolutionizing the retirement sector. Our funding exceeds $500 million, supported by prominent investors, including BlackRock and others such as TPG (The Rise Fund) with SoftBank leading our Series D, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.

Your Daily Responsibilities
  • Analyze pricing data from other 401(k) providers to deliver competitive insights for prospective clients.
  • Monitor product requests and contribute to the enhancement of the technological services offered to clients.
  • Facilitate educational sessions and provide insights during various Revenue team meetings.
  • Handle a high volume of inquiries from the sales and implementation teams via phone and email.
  • Collaborate with management to assess processes and procedures for improved team efficiency.
  • Engage with internal and external partners to address client questions regarding plan design and product support.
Your Achievements
  • Foster and maintain client relationships through the implementation phase and beyond.
  • Identify recurring issues and trends, driving process enhancements for lasting solutions.
  • Serve a diverse client base across various geographic locations.
  • Thrive in a dynamic startup environment.
  • Develop solutions for internal teams to manage increasing business inquiries effectively.
Qualifications

Essential:

  • 5+ years of experience in a client-facing capacity, such as customer support or account management.
  • Prior experience in the Defined Contribution sector is mandatory.
  • QKA or a similar industry designation is required.
  • A strong commitment to client service.
  • Exceptional organizational skills, capable of managing multiple tasks with varying deadlines.
  • Ability to communicate with confidence, professionalism, and empathy via phone and email.
  • Composure in high-pressure situations, demonstrating empathy towards clients.
  • Meticulous attention to detail, ensuring accuracy in all communications.

Preferred:

  • A Bachelor's degree or equivalent experience.
  • Experience in a fast-paced growth-oriented environment.
Why Join Promote Project?

Mission: We are a collaborative startup focused on enhancing employee engagement and growth, addressing one of America's significant challenges: retirement savings.

Culture: Our guiding principles shape our teamwork and decision-making processes, reflecting our core values and helping candidates assess their fit within our organization.

  • Customer-centric approach
  • Long-term vision
  • Empowered and accountable teams
  • High standards for talent and performance
Compensation and Benefits

At Promote Project, we consider various factors to determine competitive compensation for each role. The base salary for this position ranges from $85,000 to $90,000, reflecting the cost of labor across different markets. Additionally, this role includes a variable target compensation of $30,000. Our employees enjoy a comprehensive suite of benefits, including:

  • A robust 401(k) plan with a dollar-for-dollar employer match up to 4% of compensation.
  • Comprehensive health, dental, and vision insurance.
  • Generous paid time off and parental leave policies.
  • Access to financial wellness resources and tools.
  • Enhanced mental health support for employees and their dependents.
  • Fertility healthcare and family planning benefits.
  • Resources for managing student loan debt.
  • Flexible work-from-home stipends.
  • Employee Resource Groups supporting various communities.
  • Engaging online and regional events.
  • Remote work opportunities for most positions.

Promote Project is an equal opportunity employer. We welcome applicants from all backgrounds and ensure a fair hiring process without discrimination based on race, color, religion, sex, gender identity, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected characteristic.