Retirement Planning Cnslt I - Client Team

Location: Work from home in the USA; remote field environment with occasional travel under 10% and possible local travel.

Salary: $66,000–$80,000 annually, plus potential bonus and performance incentives.

Company

hirify.global provides insurance, retirement, investment, and financial services solutions as part of the international Aegon group.

What you will do

• Develop strategies that encourage participants to improve retirement readiness and achieve plan metrics.
• Build educational relationships with Human Resources, management, participants, and internal partners.
• Conduct group education meetings, workshops, webinars, enrollment meetings, and one-on-one retirement planning sessions.
• Explain retirement products, investment fund options, Managed Advice, and related financial planning solutions.
• Identify asset retention opportunities, provide recommendations, and refer participants to appropriate specialists.
• Maintain accurate records and contribute to the expansion of Retirement Education and Planning Services.

Requirements

• Bachelor’s degree in a related field or equivalent business experience.
• FINRA Series 6 or 7 license.
• FINRA Series 63 license or ability to obtain it within six months.
• RPA or CRPC certification, or an accepted higher certification, or ability to obtain one within 12 months.
• At least three years of financial services or related experience.
• Strong communication, presentation, organization, time-management, and interpersonal skills.

Nice to have

• Certified Financial Planner (CFP) designation.

Culture & Benefits

• Remote work with a field-based environment and limited travel.
• Paid time off starting at 160 hours annually and ten paid holidays per year.
• Medical, dental, vision, disability, pension, and 401(k) match benefits.
• Tuition reimbursement, career training, employee discounts, and employee stock purchase plan.
• Parental leave, adoption assistance, wellness programs, backup care, and employee assistance resources.