Internal Sales Consultant (Fintech)

Location: Los Angeles, CA; office locations include Culver City, CA, San Francisco, CA, and Dallas, TX. A one-month work-from-anywhere policy is available, except for a few countries.

Company

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

What you will do

• Build a deep understanding of the hirify.global platform, including 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.
• Acquire, retain, and expand advisor business while meeting individual quarterly and annual quotas.
• Capture advisor feedback to inform product roadmaps and marketing campaigns.
• Support predictable, scalable sales growth through quarterly territory planning, sales goals, and process improvements.
• Maintain accurate Salesforce records and apply feedback from sales leadership to improve effectiveness.

Requirements

• 3+ 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.
• Ability to quickly understand complex product features and clearly articulate customer value.
• Technological aptitude and ability to learn modern technology stacks, including AI and agentic workflows.
• Ownership, accountability, resilience, confident judgment, and creative problem-solving skills.
• Strong communication skills, including intentional dialogue, thoughtful listening, and clear expression of ideas.
• Coachability, a growth mindset, and openness to differing perspectives.

Nice to have

• B.A./B.S. degree in a relevant field such as Business, Marketing, or Economics.
• Prior experience at a fast-growing B2B startup.
• FINRA Series 7 and 63 licenses.

Culture & Benefits

• Values include kindness, brilliance, and grit, with an emphasis on respectful debate, ownership, collaboration, and adaptability.
• Premium healthcare, dental, and vision insurance plans, including HMO and PPO options.
• 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.
• Company perks, financial guidance, competitive total compensation, and a one-month work-from-anywhere policy except for a few countries.