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ERISA Compliance Advisor
2 months ago
Promote Project is dedicated to ensuring that employees across various sectors have access to essential retirement benefits.
Many working individuals are not adequately preparing for their financial future, often due to a lack of retirement plans offered by their employers. Promote Project is transforming this landscape by making retirement savings plans both affordable and accessible for small to medium-sized enterprises.
As a rapidly growing technology firm, we are revolutionizing the retirement benefits sector. Our significant funding and backing from top-tier investors underscore our commitment to this mission.
Your Daily Responsibilities- Analyze pricing data from other 401(k) providers to create competitive proposals for prospective clients.
- Monitor product requests and contribute insights to enhance the technological services offered to our clients.
- Facilitate educational sessions and provide insights during various team meetings.
- Handle a substantial volume of inquiries from the sales and implementation teams via phone and email.
- Collaborate with management to assess and refine processes for improved team efficiency.
- Engage with internal and external partners to address client questions regarding plan design and product support.
- Foster and develop client relationships through the implementation phase and beyond.
- Identify recurring issues and trends, implementing process enhancements for long-term solutions.
- Serve a diverse client base across various geographical locations.
- Thrive in a dynamic startup environment.
- Provide solutions for team members to manage the increasing business influx.
Essential:
- 5+ years of experience in a client-facing role, such as customer support or account management.
- Experience in the Defined Contribution sector is mandatory.
- QKA or a similar industry certification is required.
- A strong passion for client service.
- Exceptional organizational skills, capable of managing multiple tasks with varying deadlines.
- Ability to communicate with professionalism and empathy through various channels.
- Composure in high-pressure situations, demonstrating empathy towards clients.
- Attention to detail, ensuring accuracy in all communications.
Preferred:
- A Bachelor’s degree or equivalent experience.
- Experience in a fast-paced growth environment.
Mission: We are a collaborative startup focused on enhancing employee engagement and growth, tackling one of the most pressing issues in America: retirement savings.
Culture: Our core principles guide our teamwork and decision-making, reflecting our values and commitment to excellence.
- Customer-centric approach
- Long-term vision
- Empowered and accountable teams
- Commitment to high standards of talent and performance
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, depending on experience and location. Additionally, a variable compensation target is included.
Benefits Include:
- A robust 401(k) plan with employer matching.
- 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 families.
- Fertility healthcare and family planning benefits.
- Resources for managing student loans.
- Stipends for remote work and lifestyle expenses.
- Inclusive employee resource groups and community events.
- Flexible remote work options.
Join us at Promote Project, where we are committed to creating a supportive and inclusive workplace.
