Retirement Plan Specialist I (Financial Advisor/401k Participants) (Remote) (401k)

Location: Work from home in the USA; fully remote

Salary: $48,500–$53,000 annually. Estimated total compensation: $70,000–$95,000 per year.

Company

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

What you will do

• Learn retirement, annuity, term life, and permanent life products, including competitive offerings and applicable regulations.
• Explain product options and provide recommendations for routine customer inquiries.
• Educate customers and provide guidance and transparency around retirement product solutions.
• Identify multi-product needs and connect customers with other product specialists.
• Work with relationship managers and fulfillment analysts to initiate product requests.

Requirements

• FINRA Series 6, 63, and 65, or Series 7 and 66 licenses are required at the time of hire.
• Life and Health licenses are required within 60 days of hire.
• Bachelor’s degree in a business field or equivalent professional experience.
• At least one year of experience in the financial services industry and basic knowledge of relevant financial products.
• Customer service, interpersonal, listening, problem-solving, decision-making, written, verbal, and presentation skills.
• Proficiency with Microsoft Office.

Nice to have

• CFP and/or CRPC certification.
• Knowledge of Salesforce CRM and digital financial advice platforms.

Culture & Benefits

• Fully remote work from home, with schedules that may vary during operating hours to meet service levels.
• Base salary with eligibility for sales, performance, and annual bonuses.
• Health, dental, vision, disability, pension, 401(k) match, and employee stock purchase benefits.
• Paid time off, paid holidays, parental leave, adoption assistance, and backup care.
• Tuition reimbursement, career training, wellness programs, employee discounts, and inclusion programs.

Hiring process

• Multiple openings are available for the November 2 and December 7 training classes.