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 investment and retirement solutions, including private assets and guaranteed income products distributed through financial professionals.

What you will do

• Build and execute territory plans with the Vice President of Regional Distribution, including advisor targets, recordkeeper priorities, outreach cadence, 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, qualify opportunities, and secure meetings for the regional team.
• Prepare sales presentations, finalist meetings, webinars, and field events while coordinating specialists and managing follow-up.
• Explain how private assets and guaranteed income address advisor, plan sponsor, and participant needs.
• Coordinate with distribution partners, 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, with knowledge of recordkeeper field teams and advisor-led distribution.
• Knowledge of defined contribution plans and ERISA fundamentals, with the ability to build expertise in guaranteed income and private assets.
• Clear communication by phone, video, and in person; strong organization, follow-up discipline, and CRM proficiency.
• 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.
• Salesforce experience.

Culture & Benefits

• Structured training during the first year on guaranteed income and private assets.
• Ongoing support from product and investment specialists.
• Inclusive and dynamic work environment.
• Military Friendly Employer and commitment to equal employment opportunity.