Manager, Virtual Advice

Location: Remote within the United States

Salary: $94,389–$127,703 per year

Company

hirify.global helps people manage money and live balanced and generous lives through financial advice, investment, and insurance services.

What you will do

• Lead a team of 10–15 nationally licensed advisors serving clients across all 50 states through phone, screen share, and video.
• Manage team performance, sales results, client retention, and engagement across a combined 800,000 clients.
• Drive annual team revenue of more than $1.5 million and manage performance expectations with the sales director.
• Provide daily and weekly individual and team coaching focused on consultative sales, advice-based recommendations, and professional development.
• Conduct interviews, select talent, onboard new hires, and provide training to accelerate productivity.
• Improve sales processes, client experience, technology, and operating practices in collaboration with legal, compliance, supervision, processing, and other departments.

Requirements

• College degree in business, management, a related field, or equivalent experience.
• Prior experience as a financial advisor, including financial planning, investment products, and insurance products.
• At least 5 years of experience leading a team of 8 or more direct reports is highly desired.
• Must be eligible to obtain securities and insurance licenses in all 50 states and the District of Columbia.
• Series 7 and Series 63/65 or 66, plus Life and Health Insurance licenses, are highly desired and must be obtained within 120 days of hire or transfer.
• Experience with consultative, needs-based sales, change leadership, team-based results, and client-centric communication.

Nice to have

• CFP, ChFC, or CLU designation.
• Salesforce experience.
• Money Guide Pro or another planning tool.
• Experience in virtual sales.

Culture & Benefits

• Medical, dental, and vision insurance.
• Health savings and flexible spending accounts.
• 401(k), pension, life insurance, disability insurance, and supplemental protection insurance.
• 20 days of paid time off, sick and safe time, and 10 paid company holidays.
• Paid parental leave, volunteer time off, employee assistance, and well-being benefits.
• Potential annual or long-term incentive bonuses.