Protection Plan Consult (Insurance)

Location: Remote-USA; position location listed as Denver, Colorado, with other location listed as Tallahassee, Florida. Overnight travel required up to 75% of the time.

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with an insurtech focus, serving financial professionals and clients nationwide.

What you will do

• Manage an assigned territory and drive revenue through advisor recruitment, relationship development, and retention.
• Build relationships with financial institution management teams and referral sources, including retail branch managers, business banking, and mortgage lending teams.
• Educate and motivate advisors to present complex insurance products and maintain appropriate product mix with high-quality carriers.
• Integrate into local bank cultures, participate in team meetings and training, and act as a trusted resource for advisors.
• Prospect continuously, log activities in CRM software, and ensure advisors use approved carrier and company materials.
• Protect the company brand through professional communication and effective territory ownership.

Requirements

• Bachelor’s degree in business, finance, sales, or a related field.
• Minimum 4 years of related experience and/or training, including demonstrated success managing and growing a territory.
• FINRA Series 6 and a resident life insurance license required.
• Knowledge of life insurance products and product applications.
• Strong oral and written communication skills, presentation ability, collaboration, and relationship-building skills.
• Proficiency with Microsoft Suite, social media and networking tools, CRM activities, and mobile devices.

Nice to have

• CLU, CFP, and/or RICP professional designation.

Culture & Benefits

• Relationship-driven, service-centered culture with a modern insurtech focus.
• Family-like environment with professional growth opportunities.
• Competitive compensation package and benefits for employees and families.
• Support for independent agents serving clients nationwide.