Retirement Consultant (Financial Services)

Location: Remote US with a hybrid worksite in Irvine, California; regional travel of up to 10% may be required.

Salary: Starting at $110,000+ annually, negotiable at hire.

Company

hirify.global is an entrepreneur-led insurance brokerage providing commercial and private insurance, employee benefits, asset and income protection, and risk management services in the US and abroad.

What you will do

• Manage and develop relationships with retirement plan sponsors, focusing on client satisfaction, retention, and growth.
• Provide strategic planning, consulting, guidance, investment analysis, and servicing for an assigned retirement business portfolio.
• Prepare and deliver plan review meetings and participant education and wellness seminars, either in person or virtually.
• Build confidence through thoughtful, situation-appropriate advice and maintain strong client service.
• Lead a team and achieve service, growth, and retention goals.
• Maintain customer information in the CRM in real time and ensure compliance with company guidelines and regulatory policies.

Requirements

• Series 65 and a state insurance license are required; candidates without them must obtain them within 90 days of employment.
• Bachelor’s degree required.
• Strong background in retirement products and general investment matters.
• Strong written and verbal communication, interpersonal, face-to-face relationship-building, quantitative, and analytical skills.
• Advanced proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook; Microsoft Teams, RPAG, Redtail, and Salesforce.
• Ability to remain flexible and focused under stress, manage multiple assignments, maintain accuracy, and explain complex concepts clearly.
• Ability to learn other software systems used by the firm as needed.

Nice to have

• 3–5 years of advisory, client management, and plan management experience.
• CPFA, AIF, QKA, CFP, and/or CFA certification or designation.

Culture & Benefits

• Full-time position with remote US and hybrid Irvine worksite expectations.
• Regional travel of up to 10% may be required.
• Work includes in-person or virtual client and participant sessions.
• Reasonable accommodations may be available for medical or religious needs.
• hirify.global is an equal employment opportunity firm and prohibits discrimination under applicable federal, state, and local laws.

Hiring process

• Applications must be submitted directly by candidates through hirify.global’s career site; unsolicited agency resumes are not accepted.