Internal Retirement Specialist

Location: Remote within the lower 48 U.S. states

Salary: $52,000–$97,000 national range; expected starting salary of $52,000–$78,000 annually

Company

hirify.global is a Fortune 100 financial services company providing insurance, retirement, and protection products to individuals and businesses.

What you will do

• Respond to participant calls and provide education and guidance based on individual retirement plans.
• Contact targeted participants to discuss contribution levels and encourage appropriate increases in deferrals.
• Review accounts, assess individual risk, and advise on asset allocation and automatic account management options.
• Calculate retirement projections and counsel participants on distributions, transfers, and consolidation needs.
• Build relationships with field Retirement Specialists and Program Directors while supporting business unit sales goals.
• Apply industry trends, legislation, market movements, and investment performance insights to provide retirement plan advice.

Requirements

• FINRA Series 6, 63, and 65 licenses and a Life and Health license are required.
• At least two years of experience in a relationship- or sales-driven position.
• In-depth knowledge of insurance and financial products, with defined contribution plan knowledge preferred.
• Consultative selling and advising skills, relationship-building ability, strong organization, and customer focus.
• Strong communication skills and the ability to manage multiple priorities.
• Undergraduate study in business, finance, communications, marketing, or a related field is preferred.

Nice to have

• Experience in a sales call center environment.
• Background in financial services.
• Spanish and English bilingual skills.

Culture & Benefits

• Full-time employment with exempt status.
• Medical, dental, and vision coverage, life insurance, and disability coverage.
• Paid time off, nine paid holidays, Lifetime paid time off, and Unity Day paid time off.
• 401(k) with company match and a company-paid pension plan.
• Inclusive workplace focused on customer care, respect, and equal opportunity.
• Employer-sponsored work authorization is not available, and the position does not participate in the STEM OPT Extension program.