Sr Internal Wholesaler - Defined Contribution

Location: West Des Moines, Iowa, United States; up to 20% travel for field meetings and events

Company

hirify.global provides retirement and insurance solutions, including guaranteed income products and private assets, for customers and financial professionals.

What you will do

• Partner with the Vice President of Regional Distribution to build territory plans, advisor targets, outreach cadences, pipeline goals, and sales targets.
• Serve as the primary inside contact for recordkeeper field teams and identify opportunities across available platforms.
• Engage advisors, consultants, and recordkeeper sales teams by phone and video; lead virtual education meetings and qualify opportunities.
• Prepare sales presentations, finalist meetings, webinars, and field events while coordinating specialists and follow-up.
• Explain how private assets and guaranteed income address advisor, plan sponsor, and participant needs.
• Maintain Salesforce activity and pipeline reporting, use data and AI tools for targeting, and follow licensing and documentation standards.

Requirements

• 4+ years of DCIO sales or relevant professional experience preferred.
• Experience in internal wholesaling, sales support, or advisor relationship management, including familiarity with recordkeeper field teams.
• Knowledge of defined contribution plans and ERISA fundamentals.
• Strong phone, video, and in-person communication, organization, follow-up, and CRM skills; Salesforce experience preferred.
• FINRA Series 6 and 63, or Series 7, required.
• Bachelor’s degree in business, finance, or a related field, or equivalent professional experience, preferred.

Nice to have

• DCIO and/or DC Recordkeeping experience.
• Experience with advisor-led distribution and recordkeeper relationships.

Culture & Benefits

• Structured first-year training in guaranteed income and private assets.
• Ongoing support from product and investment specialists.
• Inclusive and dynamic work environment.
• Military Friendly Employer and Equal Opportunity Employer.