Retirement Plan Counselor

Location: Remote - Nationwide within the United States; primary locations listed as New Orleans, Louisiana and Baton Rouge, Louisiana. The role includes virtual and on-site client presentations, travel booking, and attendance at client meetings. Applicants must be authorized to work for any employer in the U.S.; visa sponsorship is not available.

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

Company

hirify.global provides financial services and retirement solutions designed to help customers achieve financial freedom.

What you will do

• Develop and facilitate communication and education strategies through virtual and on-site group meetings.
• Educate participants in defined contribution 401(k), 403(b), and Government 457 plans.
• Drive measurable participant actions, including enrollment, deferral increases, and rollovers.
• Build relationships with plan sponsors, key contacts, relationship managers, and internal stakeholders.
• Manage meeting schedules, travel booking, reporting, attendance records, and outcomes.
• Provide feedback on communication materials and support client and prospect presentations.

Requirements

• Bachelor’s degree or equivalent experience.
• 2–4 years of relevant financial services experience.
• Strong presentation, relationship-building, and territory-management skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Teams.
• FINRA Series 6 and Series 63 registrations within established timelines.
• FINRA fingerprinting and U.S. work authorization for any employer are required.

Nice to have

• Working knowledge of Salesforce.
• Experience with consultative client interactions and defined contribution plans.
• Ability to work independently and think strategically.
• Spanish bilingual skills.

Culture & Benefits

• Flexible remote work environment with reliable high-speed wired internet and a suitable home workspace required.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and additional retirement benefits.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, company holidays, floating holidays, paid volunteer time, and parental and disability leave.
• Business Resource Groups supporting inclusion and collaboration.