Intermediate Account Manager - Retirement

Location: Work from home in the USA; hybrid working conditions. Occasional travel of less than 10% is required for client meetings and sales final presentations.

Salary: $52,000–$62,000 annually, plus potential annual bonus.

Company

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

What you will do

• Support the daily administration of retirement plans and respond to customer inquiries.
• Research issues, troubleshoot problems across multiple systems, and coordinate effective resolutions.
• Build proactive relationships with clients, financial professionals, Client Executives, and internal service teams.
• Provide accurate information, maintain action plans, and identify service improvements.
• Lead client meetings and advise on retirement plan products, services, and capabilities.
• Assist with mentoring new account managers and develop functional retirement plan knowledge.

Requirements

• Bachelor’s degree in a business field or equivalent education and experience.
• At least three years of customer relationship experience, including one year in retirement or financial services.
• Knowledge of daily retirement plan administration and related recordkeeping or processing capabilities.
• Strong written and verbal communication, relationship management, presentation, influence, and negotiation skills.
• Proficiency with Microsoft Office tools, including Excel.
• Must be authorized to work for any employer in the United States; visa sponsorship is not available.

Nice to have

• ASPPA designations such as RPF or QKA, or related certifications.
• Knowledge of P3, Workplace Platform, AQT, Salesforce, or similar internal systems.

Culture & Benefits

• Collaborative environment focused on accountability, agility, customer centricity, and inclusion.
• Medical, dental, vision, disability, pension, and 401(k) match benefits.
• Paid time off, paid holidays, parental leave, adoption assistance, and backup care.
• Tuition reimbursement, career training, wellness programs, employee discounts, and employee assistance resources.
• Employee resource groups, inclusion programs, recognition programs, and volunteer support.