Annuities Sales Analyst (Fintech)

Location: New York, New York, United States; office work Monday–Thursday with remote flexibility on Friday

Salary: $70,000–$80,000 per year, plus equity for full-time employees and an annual performance bonus

Company

hirify.global develops and manages technology platform experiences for major clients, including an annuities platform serving clients across the United States.

What you will do

• Serve as a primary contact for annuity clients and manage client relationships.
• Support distribution-partner relationships and the development and execution of the annuities business strategy.
• Lead training for internal and external partners on platform features and capabilities.
• Create, maintain, analyze, and distribute data for carrier and distributor partners.
• Troubleshoot platform issues, manage client expectations, and support project execution.
• Collaborate with sales, finance, compliance, and engineering teams to improve measurements, regulatory onboarding, platform efficiency, and data workflows.

Requirements

• Bachelor’s degree in a related field.
• At least 1 year of relevant experience in trading, business development, relationship management, or a relevant internship in financial markets.
• Strong analytical, problem-solving, communication, organizational, and client-service skills.
• Proficiency in Microsoft Office, including Excel, Word, and PowerPoint.
• Ability to work independently in a fast-paced, cross-functional environment.
• Series 7 and Series 63 certifications are preferred or must be obtained within 120 days of hire.

Nice to have

• Knowledge of financial products and annuities.
• Experience in an entrepreneurial, fast-moving environment.

Culture & Benefits

• Hybrid schedule with office attendance Monday–Thursday and remote work flexibility on Friday.
• Equity for full-time employees and an annual performance bonus.
• Employer-matched retirement plan and subsidized healthcare.
• Employer-paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave and unlimited paid time off.