Retirement Consultant - Roll In

Location: Remote nationwide within the United States. Candidates must be authorized to work in the United States without visa sponsorship.

Base salary: $52,000–$64,000 per year, with potential sales incentives or bonus compensation.

Company

hirify.global provides retirement, financial planning, and investment services focused on helping customers achieve financial security.

What you will do

• Drive consolidation of customer retirement assets into employer-sponsored plans.
• Act as the primary contact, educator, and consultant throughout rollover processes.
• Manage a book of 150–350 customers independently.
• Handle inbound and outbound calls, scheduled meetings, emails, and warm lead handoffs.
• Coordinate conference calls with customers and contra firms and support rollovers through completion.
• Answer retirement planning questions and provide expertise on 401(k), 403(b), 457(b), 401(a), and IRA products.

Requirements

• High school diploma or GED.
• At least two years of experience.
• FINRA Series 6 and 63 registrations required within established timelines.
• FINRA fingerprinting required.
• Ability to work a flexible call center schedule and manage a high volume of customer interactions.
• U.S. work authorization required; visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• Prior telephone experience.
• Customer-focused experience in retail asset gathering.
• Strong independent judgment when handling rollovers, exchanges, and transfers.

Culture & Benefits

• Remote work with reliable high-speed wired internet and a dedicated home workspace.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, company holidays, floating holidays, paid volunteer time, and parental and disability leave.
• Inclusive business resource groups and a business-casual work environment.