Sales Desk Assistant - Annuities

Location: Hybrid/office environment in Denver, Colorado, with office attendance 3 days per week

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

Company

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

What you will do

• Support internal and external wholesalers, financial partners, advisers, divisional leaders, and home-office departments.
• Coordinate marketing materials, sales supplies, mailing campaigns, hypothetical illustrations, presentations, and shipments.
• Resolve and follow up on pre-sale and post-sale business matters.
• Support licensing, agent appointments, and NAIC suitability training processes.
• Prepare sales and activity reports and maintain accurate Salesforce information.
• Provide concierge service by collecting information, completing sales applications and paperwork, and assisting with order entry.

Requirements

• High school education or GED equivalent.
• Willingness to obtain SIE, Series 6, and Series 63 securities licenses within 6 months of hire.
• Willingness to obtain a resident-state life insurance license within 6 months of hire.
• Resourceful, well organized, and able to contribute proactively to team and company goals.
• Ability to work in the Denver hybrid/office environment 3 days per week.

Nice to have

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

Culture & Benefits

• Career training and development opportunities with a progression path toward client-facing and consultative roles.
• Medical, dental, vision, disability, pension, and 401(k) match benefits for eligible employees.
• Paid time off starting at 160 hours annually in the first year and ten paid holidays per year.
• Tuition reimbursement, employee discounts, employee stock purchase plan, and bonus eligibility.
• Parental leave, adoption assistance, backup care, wellness programs, employee assistance, and volunteer PTO.
• Employee resource groups and inclusion and diversity programs.