Financial Sales Representative

Human Interest San Francisco , CA 94118

Posted 3 weeks ago

Who are we?

Human Interest is a high growth venture-backed company that offers an easy and affordable 401(k) retirement plan for the modern workforce. We're a Series C company disrupting a massive but broken industry through empowering small to mid sized businesses to safeguard the financial futures of their employees -- something that only 14% are able to do today. We believe that all individuals deserve the opportunity for a secure financial future. We want idealistic and talented people to join our team of doers and builders.

Current 401(k) solutions for small businesses are built on legacy software, involve physical paper forms, and are sold with kickbacks to financial advisors whose interests are misaligned with the financial well-being of their clients. We've built an automated, paperless 401(k) that makes it possible for small businesses to offer a 401(k) benefit to their employees, and we're proud to be working with 2,000+ businesses across the country!

Why be a Financial Sales Representative at Human Interest?

As a Financial Sales Representative you will be responsible for managing deal cycles from generation through to close. You will be the primary contact with the prospect and have the responsibilities of, qualification, demoing, providing technical assistance, and negotiating contracts. We look for people who are curious, confident, and have a high technical aptitude. As a Financial Sales Rep you are accountable for the plan to hit your goal and will enjoy the full assistance of the company to make you successful. You will have qualified leads presented to you to execute on. You will be surrounded by a great team of people from whom you can learn from, that said, we also want to learn from you. Most importantly, we want entrepreneurs.

What You Get To Do Every Day:

  • Work full cycle deals from demo complete to close

  • Research and target companies using prospecting tools

  • Build and manage a pipeline

  • Learn and demonstrate our platform to new prospective customers

  • Negotiate contracts

  • Record and document all sales activities in SalesForce.com

  • Successfully utilize all sales tech tools

What You Bring to The Role:

  • 2 years in a financial sales role and enjoy dealing with clients to address their questions

  • Sound knowledge of financial markets and principles

  • Substantial experience in client service methods and practices

  • You have a demonstrated track record of exceeding your quota

  • You love closing deals and helping businesses by delivering a product that has concrete value

  • You're solutions oriented- you recognize objections and help your customers see value in our product regardless of their knowledge of our industry

  • Extraordinary communication and interpersonal skills - people trust you and get the sense that you are advocating for something in which you believe

  • You have experience working with high-velocity sales cycles or selling to small businesses

  • You're resilient-you bounce back from setbacks quickly, are resourceful, and find creative ways to get things done

  • You're comfortable with or interested in learning a wide range of sales tools, including Salesforce or other CRMs

  • You have a passion for solving big problems and having an immediate and positive impact

  • Ability to embrace feedback and hold yourself accountable.

  • The ability to learn technology basics and apply them to business situations.

  • Series 6 or Series 7 and Series 63 licensed.

Why Work With Us?

Our Team

  • We have a world-class team from diverse backgrounds, each with a track record of success. We come to work every day knowing we're working on an important problem: helping people save for retirement at a critical time when pensions are going extinct and Social Security isn't enough.

  • We are a Series C company, and we count over 2,000+ businesses all over the United States as our customers. We're proud to be working with business owners and employees who are doing amazing work across a variety of industries: technology, construction, retail, medicine, nonprofit, and many more!

Our Mission

  • We believe that all individuals deserve the opportunity for a secure financial future. We want idealistic and talented people to join our team of doers and builders.

  • You'll be given autonomy and many responsibilities, all while working with a fun and passionate team of entrepreneurs. Above all, you'll help us solve the #1 financial concern for Americans: not having enough money for retirement.

Diversity and inclusion help us do better as a business, and we deliberately build processes to create a workplace where all are welcome and accepted. We're proactive and purposeful in prioritizing diversity and inclusion internally not only because it's the right thing to do, but also because we believe it's the only way to effectively create products and services that can be truly helpful to all people.

Human Interest acknowledges the fundamental value and dignity of all people. We've pledged ourselves to developing and maintaining an environment that respects diverse traditions, ideas, heritages, and experiences. We're committed to honoring our differences by accepting nothing less than equitable treatment of all applicants and employees.

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, or any other characteristics protected under federal, state, or local laws.

Our Benefits

As an employee benefits company, benefits are very important to us, and Human Interest's philosophy is to be generous when it comes to employees' wellness. Here's what we currently offer:

  • A great 401(k) plan: our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation.

  • Top-of-the-line health insurance plans, as well as dental and vision insurance, short term and long term disability with premiums fully paid for by the company.

  • An annual membership to One Medical Group, with membership fees paid by Human Interest.

  • Commuter benefits (use pre-tax money to pay for public transportation.

  • FSA with an employer contribution of $500 per year.

  • Dollar-for-dollar match of employee donations to non-profit 501(c)(3) organizations, up to $500 per year.

  • Healthy snacks and drinks available at our office.

  • Parental leave policy

  • Primary caregivers: 16 weeks PTO

  • Secondary caregivers: 8 weeks PTO

  • Time off can be taken any time within the first 12 months of the child's birth

We have a very particular philosophy when it comes to perks. We believe employer funds are best spent on making our team bond and be more productive, while also investing in the long-term physical, financial, and emotional well-being of our employees.


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Financial Sales Representative

Human Interest