Sales Desk Assistant - Retirement

Location: Denver, Colorado; hybrid office environment

Salary: $24.00 per hour; typically eligible for a 6% annual bonus

Company

hirify.global is a financial services company providing insurance, retirement, investment, and employee benefits solutions as part of the international Aegon group.

What you will do

• Support internal sales teams, external wholesalers, divisional leaders, channel heads, and relationship managers serving financial partners.
• Coordinate marketing materials, promotional items, sales supplies, mailing campaigns, presentations, hypotheticals, and illustrations.
• Provide pre-sale and post-sale business resolution and follow-up with the wholesaling team.
• Support licensing, agent appointment approvals, and NAIC suitability training.
• Prepare sales and activity reporting and maintain accurate Salesforce records and data integrity.
• Collect required information and complete sales applications, paperwork, and order entry for approved partner firm advisors.

Requirements

• High school diploma or GED.
• SIE and FINRA Series 6 and 63 licenses, or obtain them within 18 months of hire.
• Life insurance license, or obtain it within 18 months of hire.
• Strong organizational and time management skills with the ability to collaborate effectively.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Ability to work in a hybrid office environment in Denver, Colorado.

Nice to have

• Experience in the financial services industry.
• Experience using customer relationship management tools, including Salesforce.

Culture & Benefits

• Career training and development opportunities, including support for required licensing.
• 401(k) match, pension plan, employee stock purchase plan, and tuition reimbursement.
• Medical, dental, vision, disability, and employee assistance benefits.
• Paid time off starting at 160 hours annually in the first year and ten paid holidays per year.
• Parental leave, adoption assistance, backup care, wellness programs, and volunteer time off.
• Employee resource groups, inclusion and diversity programs, recognition programs, and employee discounts.