Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. More than 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 fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more. About the role The Revenue Core Functions Team is the backbone of the Revenue team and keeps the entire organization running smoothly. As a member of this team, you will act as a force multiplier on the implementation side of an already rapidly-scaling startup, enabling a business that is already exceeding growth targets to expand even faster. You'll own the first hand-off after a customer signs up with Human Interest. You will guide them through the implementation process, ensuring that customers are engaged and happy. Process-driven and people-focused - you are organized, friendly and flexible. And no joke, we go 24,791 mph, so you should be comfortable with change. What you get to do every day - Support a successful Onboarding of a new client by collecting company and bank information for one or multiple businesses based on ownership - Proactively reach out to clients to book the account set-up call - Obtain prior recordkeeper documentation and work with the Quality Control team to conduct benefits analysis - Work cross-functionally within our organization (specifically with operations and sales) to make sure customer needs are met - Drive processes forward, managing internal and external stakeholders to keep our customers engaged, happy, and on-track - Identify potential areas for process improvement to help the team scale - Confirm billing information for new clients - Other duties as assigned What you bring to the role - 3+ years of experience in a client-facing role in the financial or retirement industry preferred- i.e. account management, onboarding, sales - Working knowledge of the 401(k) product. Experience within 401(k) Implementation/ Onboarding is a bonus - You thrive being a part of a team. - 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 - Experience working in a fast-paced, high growth software company where change is a constant - Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss - Ability to manage a queue of plans of your own and also be a contributing member of the onboarding core team - Proficient in applications such as Zoom, Gmail, and Microsoft/Google Workspace (Appreciated not required) - PST time zone preferred Why you will love working at Human Interest Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success. Join Human Interest and make a lasting impact by shaping the future of retirement. Our operating principles define how we work together as a team. 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: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile. - Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future. - Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self! - An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement. - Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness. 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 U.S. The base salary for this position spans $24.04 - $26.46 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment. 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 - Competitive time off and parental leave - Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness - 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; quarterly lifestyle stipend - Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie. 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® (2023-2025) - Fortune Best Place to Work in the Bay Area (2024) - Best Places to Work by Built In (2023-2024) - America’s Best Startup Employers by Forbes (2020-2022, 2024) - A Top Company by Y Combinator (2020-2023) - 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. Employment with Human Interest is at-will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement. We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at applicantaccommodations@humaninterest.com. 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

• Lead full-cycle recruiting across departments, from intake to offer acceptance. • Proactively source high-caliber candidates using creative, modern strategies. • Build and maintain a forward-looking talent pipeline to support future growth. • Serve as a strategic advisor to hiring managers, clarifying role expectations, competencies, and cultural alignment. • Ensure every candidate experience reflects our standards of excellence and professionalism. • Conduct compensation benchmarking to ensure industry competitiveness. • Iterate and execute a seamless onboarding experience that accelerates productivity and cultural integration. • Partner with leaders to ensure new hires have clear expectations, training plans, and early wins. • Continuously improve onboarding practices based on feedback and performance outcomes. • Improve current recruiting and hiring practices with data-driven insights. • Strengthen interview frameworks, evaluation criteria, and decision-making processes. • Leverage technology to streamline workflows and increase recruiting effectiveness. • Track and report key talent metrics to inform leadership decisions.

• Lead onboarding for new customers. • Create and run personalized onboarding plans. • Act as main point of contact after signup. • Spot upsell opportunities and maintain customer happiness long-term. • Handle incoming support inquiries and resolve issues. • Gather customer feedback and work closely with Product and Engineering teams.

AO Globe Life is offering an opportunity for motivated individuals to begin a meaningful career in a flexible, fully remote environment. This role is ideal for those who want to build long-term success while helping individuals and families understand benefit programs that protect their financial futures. With structured training, ongoing mentorship, and pre-qualified client consultations, you’ll be set up to focus on building relationships and delivering value from day one. What You’ll Gain 100% remote work environment from anywhere in the United States Flexible scheduling that supports work-life balance Pre-qualified client consultations provided — no cold outreach required Comprehensive training and licensing support Weekly direct deposit Monthly and quarterly performance bonuses Union representation through OPEIU Local 277 Leadership development and advancement opportunities Recognition programs and performance-based incentives A stable organization with a 70+ year legacy of service What You’ll Do Connect with individuals who have requested information about benefit programs Understand each client’s needs and provide personalized guidance Explain available coverage options clearly and professionally Support clients through the enrollment process and provide follow-up communication Assist existing clients with policy updates, reviews, and general support Maintain accurate digital documentation and ensure compliance standards Participate in training sessions, mentorship programs, and team collaboration Who Thrives in This Role Strong communicators who enjoy helping others Self-motivated professionals comfortable working independently Organized individuals who can manage schedules and responsibilities effectively Candidates confident using Zoom and digital platforms Individuals open to coaching, mentorship, and continuous development Customer service or client-facing experience is helpful but not required Requirements Authorized to work in the United States Reliable internet connection Windows-based laptop or desktop computer with webcam Must be physically located within the United States Eligible to obtain a Life Insurance License (licensing support provided) About AO Globe Life For more than 70 years, AO Globe Life has served working families, veterans, and union members by providing supplemental benefits that support long-term financial security. Our organization is built on integrity, service, and long-term relationships—both with our clients and our team. Apply today to begin building a flexible, purpose-driven career with long-term growth potential.