Retirement Plan Counselor (401(k)/403(b)) - Idaho

Location: Remote, must reside within the assigned Idaho territory; primary location is Boise, Idaho. The role includes on-site client meetings and travel, including occasional overnight travel.

Base salary: $59,700–$84,300 per year, with potential sales incentives or bonus eligibility depending on the position and performance.

Company

hirify.global provides retirement and financial services designed to help customers achieve financial security and successful retirement outcomes.

What you will do

• Deliver virtual and on-site education, enrollment, and communication presentations for 401(k), 403(b), and government plan participants.
• Drive measurable participant actions, including plan enrollment, deferral increases, and rollovers from previous plans.
• Build relationships with plan sponsors, key contacts, relationship managers, and internal stakeholders.
• Manage meeting schedules, travel bookings, reporting, attendance records, and meeting outcomes.
• Provide feedback on communication materials and strategies and support client and prospect presentations.

Requirements

• 2–4 years of relevant financial services experience.
• Strong presentation, relationship-building, consultative client interaction, and territory management skills.
• FINRA Series 6 and Series 63 registrations within company-established timelines; current registrations preferred.
• FINRA fingerprinting is required.
• Bachelor’s degree or equivalent experience; strong skills in Word, Excel, PowerPoint, and Teams.
• Must reside within the assigned Idaho territory and be able to attend on-site client meetings and travel as required.

Nice to have

• Working knowledge of Salesforce.
• Knowledge of defined contribution retirement plans.
• Bilingual communication skills.

Culture & Benefits

• Flexible work environment with remote work when not conducting on-site activities.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and additional retirement benefits.
• Paid time off, company holidays, floating holidays, paid volunteer time, and parental and disability leave.
• Tuition reimbursement of up to $5,250 per year.
• Travel expenses and mileage for eligible business travel are reimbursed by hirify.global.