Sales Desk Assistant - Mutual Funds (Denver)

Location: Denver, Colorado; hybrid office environment

Salary: $23.23 per hour, with potential annual bonus and sales or performance incentives.

Company

hirify.global is a financial services company providing insurance, retirement, investment, and employee benefits solutions as part of the international Aegon group.

What you will do

• Support internal and external wholesalers, financial partners, relationship managers, and other sales stakeholders.
• Coordinate marketing materials, sales supplies, mailing campaigns, and inventory replacement.
• Resolve and follow up on pre-sale and post-sale business issues.
• Support licensing, agent appointments, NAIC suitability training, and divisional sales reporting.
• Maintain accurate partner and sales information in Salesforce.
• Prepare and ship hypothetical illustrations, presentations, sales applications, paperwork, and order entries.

Requirements

• High school diploma or GED equivalent.
• Willingness to obtain SIE and Series 7/63 securities licenses within six months of hire.
• Resourceful, well organized, and able to contribute proactively to team and company goals.
• Ability to work in the hybrid Denver office environment.

Nice to have

• Previous financial services industry experience.
• Knowledge of Microsoft Office, Outlook, and Excel.

Culture & Benefits

• Structured career progression with licensing support, training, and development opportunities.
• Paid time off, paid holidays, parental leave, adoption assistance, and volunteer PTO.
• Medical, dental, vision, disability, pension, and 401(k) matching benefits.
• Tuition reimbursement, employee stock purchase plan, employee discounts, and wellness programs.
• Employee resource groups, inclusion and diversity programs, recognition, referral, and matching gift programs.