Internal Retirement Plan Wholesaler (Retirement Plans)

Location: Hybrid role based in Wakefield, Massachusetts, United States

Salary: $55,000 plus commission opportunities; compensation may vary based on geographic location.

Company

hirify.global is an employee benefits firm serving nearly 5,000 clients across the United States with retirement plans, health insurance, reimbursement accounts, and financial planning solutions.

What you will do

• Partner with external wholesalers to support territory growth, advisor relationships, prospecting, and new-business development.
• Serve as a day-to-day resource for retirement-plan advisors through phone, email, virtual meetings, conferences, and other business-development activities.
• Qualify prospects by evaluating organizational details, employee populations, current providers, plan assets, plan design, objectives, timelines, and decision-makers.
• Explain defined-contribution recordkeeping and administration, participant education, and fiduciary-support services.
• Gather plan information and prepare or coordinate proposals, RFP responses, finalist presentations, pricing requests, plan comparisons, and implementation planning.
• Maintain accurate pipeline information and coordinate a smooth handoff to implementation and service teams.

Requirements

• Entry-level position with three or more years of experience in financial services or a related field.
• Strong written, verbal, presentation, communication, listening, research, organization, and follow-through skills.
• Consultative sales and relationship-management experience, including comfort with proactive outreach.
• Proficiency with Microsoft Office, including Excel, Outlook, and PowerPoint, plus experience using a CRM such as Salesforce.
• Ability to follow policies and applicable compliance, privacy, information-security, securities, insurance, ERISA, IRS, and Department of Labor requirements.

Nice to have

• Experience as an internal wholesaler supporting territory-based external wholesalers.
• Experience with employer-sponsored retirement plans, retirement-plan proposal tools, Salesforce reporting, or sales analytics platforms.
• ASPPA, NAPA, AIF, CRPC, or an equivalent industry credential.
• Knowledge of payroll integrations, plan conversions, investment mapping, participant engagement, financial wellness, open-architecture platforms, or SECURE 2.0-related legislation.

Culture & Benefits

• Collaborative, service-oriented environment focused on advisor, client, and participant outcomes.
• PTO, flexible time off after two years, 12 paid holidays, two community volunteer days, and five summer half days.
• Medical, dental, vision, life insurance, long-term disability, and short-term disability coverage.
• Retirement plan with a 4% employer match and parental leave.
• Inclusive workplace that welcomes diverse experiences, backgrounds, and perspectives.