Retirement Plan Consultant

Location: Remote nationwide within the United States; primarily remote during standard business hours, with limited travel based on business needs.

Base salary: $72,200–$101,975 per year, plus sales incentives and potential bonus compensation.

Company

hirify.global provides retirement and financial services designed to help customers achieve financial freedom.

What you will do

• Drive new retirement plan adoption through a consultative sales process and manage the full sales pipeline.
• Assess prospective employers’ structures, ownership, and retirement objectives, then recommend suitable PEO, PEP, and MEP solutions.
• Advise clients on 401(k) plan design, compliance, pricing, investments, fees, eligibility, vesting, safe harbor provisions, and employer contributions.
• Prepare and present plan illustrations, pricing comparisons, fee disclosures, and prior plan document reviews to business owners and C-suite stakeholders.
• Own onboarding activities, including documentation, paperwork, signatures, timelines, information collection, and client expectations.
• Provide ongoing consultation on plan amendments and optimization while coordinating with Sales, Implementation, Client Service, Compliance, and Testing teams.

Requirements

• Must be able to work remotely nationwide within the United States.
• 5+ years of experience in the retirement plan industry across sales, consulting, or account management.
• FINRA Series 6 and Series 63 licenses required within established corporate timelines.
• FINRA fingerprinting is required.
• Experience managing a sales pipeline, meeting production goals, and delivering high-quality client presentations.
• Strong understanding of retirement plan design, pricing, and investments.

Nice to have

• Experience in PEO, PEP, or MEP markets.

Culture & Benefits

• Flexible remote work environment with support for career growth and internal mobility.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and a broad investment lineup.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, ten paid company holidays, three floating holidays, paid volunteer time, and parental and disability leave programs.
• Business Resource Groups supporting inclusion and collaboration.