Sr Retirement Specialist

Location: Florida; supports Orlando and east counties. Travel within the assigned territory is required, and occasional work from home may be required.

Salary: $68,000–$127,000 annually; expected starting range: $68,000–$102,000.

Company

hirify.global is a Fortune 100 financial services company helping individuals and businesses prepare for and protect their future.

What you will do

• Schedule and conduct one-on-one and group retirement education seminars for current and prospective plan participants.
• Provide counseling on defined contribution retirement savings plans, 457 plans, annuities, investments, and related financial products.
• Develop and retain relationships with participants and key organizational contacts to expand plan products and services.
• Support the Program Director with territory planning, execution strategies, presentations, training, and team development.
• Lead and support Retirement Specialists, troubleshoot inquiries, and coordinate special projects across marketing, enrollment, customer service, and administration.
• Work with home office teams to resolve customer issues and improve field processes.

Requirements

• Three years of related experience in financial, sales, or educational services.
• Strong sales, communication, presentation, relationship-building, leadership, and problem-solving skills.
• Knowledge of public-sector business, 457 plans, retirement plans, annuity and investment products, and financial services.
• FINRA Series 6, 63, and 65, or Series 7 and Series 66; Life & Health license required.
• Ability to manage a client territory and travel within the assigned territory; a valid driver’s license with a satisfactory driving record is required.
• Undergraduate studies in a related field, insurance, business, or marketing are preferred.

Culture & Benefits

• Full-time, exempt employment with medical, dental, and vision coverage.
• Life insurance, short- and long-term disability coverage, paid time off, and paid holidays.
• 401(k) with company match and a company-paid pension plan.
• Inclusive workplace focused on customer care, collaboration, and professional responsibility.