Internal Wholesaler - Asset Management (Denver)

Location: Work from home in the USA; occasional travel of less than 10% and occasional overnight travel may be required.

Salary: $50,000 annual base pay. Total compensation is targeted at $83,000–$125,000 per year, with additional sales or performance incentives.

Company

hirify.global is a financial services company providing investment, insurance, retirement, and annuity solutions through a broad agent network.

What you will do

• Drive sales of mutual funds, annuities, and insurance products through proactive and reactive marketing.
• Build and maintain relationships with Regional Vice Presidents and support territory sales goals.
• Conduct approximately 45 outbound or 55 total inbound and outbound calls daily.
• Document appointments, call campaigns, sales opportunities, and other activity in the CRM system.
• Support territory business-plan execution and collaborate with internal departments and sales partners.
• Assess representatives’ needs and provide appropriate sales support, product information, and service.

Requirements

• Bachelor’s degree or equivalent industry experience.
• FINRA Series 7 license.
• FINRA Series 63 license.
• Intermediate computer skills, including email, word processing, spreadsheets, and graphics applications.
• 1–3 years of financial services experience is preferred.
• Work from home in the USA.

Culture & Benefits

• Full-time employment with a comprehensive benefits package.
• Medical, dental, vision, disability, pension, and 401(k) matching benefits.
• Paid time off starting at 160 hours annually and ten paid holidays per year.
• Tuition reimbursement, career training, employee stock purchase opportunities, and employee discounts.
• Parental leave, adoption assistance, backup care, wellness programs, and employee assistance.
• Employee resource groups, inclusion programs, recognition programs, and volunteer support.