Intermediate Account Manager - Retirement (Mid-Market)

Location: Work from home in the USA; occasional travel of less than 10% for client meetings and sales final presentations.

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

Company

hirify.global is a 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 mid-market retirement plans and respond to customer inquiries.
• Research issues, troubleshoot problems across multiple systems, and negotiate effective resolutions.
• Build proactive relationships with clients, financial professionals, client executives, and internal service teams.
• Provide accurate information, maintain action plans, and identify opportunities to improve service quality and client retention.
• Lead client meetings by phone, conference call, or in person, and consult on retirement products and services.
• Assist with mentoring new account managers and develop functional knowledge of retirement plan design and processing.

Requirements

• Bachelor’s degree in business 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.
• Strong written and verbal communication, relationship management, presentation, influence, and negotiation skills.
• Proficiency with Microsoft Office tools, including Excel.
• Authorization to work for any employer in the U.S.; 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

• Remote work environment with a focus on accountability, agility, collaboration, and customer centricity.
• Competitive pay, annual bonus eligibility, pension plan, and 401(k) match.
• Medical, dental, vision, disability, and employee assistance benefits.
• Paid time off starting at 160 hours annually, ten paid holidays, and paid parental leave for eligible employees.
• Tuition reimbursement, career training, wellness programs, employee discounts, and inclusion and diversity programs.