Sales Executive, New York & New Jersey (Fintech)

Location: Remote (New York or New Jersey only); the role is limited to the USA.

Target compensation: $265,000–$285,000 OTE (base + variable).

Company

hirify.global is building an AI platform for wealth professionals and partnering with financial advisors to improve the accessibility, affordability, and quality of financial advice.

What you will do

• Achieve individual quarterly and annual quotas while supporting broader sales team results.
• Develop deep product knowledge and position the platform and features such as the rebalancer and Model Marketplace.
• Use consultative selling to build trust with financial advisors, educate them, and guide them through the buying process to acquire, retain, and expand business.
• Capture advisor feedback to inform product roadmap and marketing priorities.
• Improve sales team processes, meet sales service-level agreements, and maintain accurate records in Salesforce.
• Apply feedback from sales leadership to improve effectiveness and efficiency.

Requirements

• At least 5 years of experience as an independent financial advisor, sales professional at a B2B financial services, fintech, or SaaS organization, or consultant specializing in financial services at a top-tier management consulting firm.
• Track record of meeting or exceeding quotas in a fast-paced environment and strong consultative sales skills.
• Ability to quickly understand complex product features and articulate their customer value.
• Series 7 and 63 securities licenses.
• Technological aptitude, including the ability to quickly learn modern technology stacks, AI, and agentic workflows.
• Strong ownership, accountability, communication, resilience, confident judgment, and openness to differing perspectives.
• Creative problem-solving skills and the ability to overcome roadblocks.

Nice to have

• B.A./B.S. degree in a relevant field such as Business, Marketing, or Economics.

Culture & Benefits

• Values include kindness, humility, growth mindset, ownership, healthy debate, urgency, and resilience.
• Premium healthcare, dental, and vision insurance plans.
• 401(k) savings plan with a 4% match and immediate vesting.
• Sixteen weeks of paid parental leave after one year of employment.
• Professional growth opportunities, an employee mobility program, and an annual learning and development budget.
• One-month work-from-anywhere policy, except for a few countries, plus company discounts and financial guidance programs.