Retirement Plan Specialist - Financial Counselor (Series 6/7 and 63 required) (Remote)

Location: Remote, work from home in the USA; field/travel environment.

Salary: $40,000–$45,000 annually. Estimated total compensation: $55,000–$61,000 per year. Sales and/or performance incentives and a discretionary annual bonus may also apply.

Company

hirify.global is a financial services company providing insurance, retirement, investment, employee benefits, and related financial solutions as part of Aegon.

What you will do

• Provide general product information to customers through phone and email.
• Explain retirement product options, account rollovers, retirement options, and Brokerage IRAs; educate customers and make recommendations when appropriate.
• Meet training-program production goals, including monthly activity, client appointments, and new accounts.
• Learn company systems, financial products, regulations, compliance requirements, and financial planning tools.
• Document activities in Salesforce and other CRM systems.
• Support the Advice Center sales team and participate in training, mentorship, and skill-building activities toward fully licensed advisor roles.

Requirements

• Bachelor’s degree in a business-related field or equivalent experience.
• At least one year of experience in the financial services industry.
• Basic knowledge of financial products.
• Customer service, interpersonal, listening, written, oral communication, and presentation skills.
• Proficiency with Microsoft Office.
• FINRA Series 6 or 7 and Series 63 licenses are required to be approved to do business in all states.
• FINRA Series 65 license or ability to obtain it within six to 12 months.
• Life and Health licenses are required within 60 days of hire.

Nice to have

• Life and Health insurance license(s), as required by the relevant state(s).
• Knowledge of Salesforce.com and digital financial advice platforms.

Culture & Benefits

• Remote work with a focus on collaboration, personal accountability, inclusion, and work-life balance.
• Competitive pay, eligible-employee bonuses, pension plan, 401(k) match, employee stock purchase plan, and tuition reimbursement.
• Medical, dental, vision, disability, employee assistance, and employee discount programs.
• Paid time off starting at 160 hours annually in the first year, ten paid holidays, and eligible parental and adoption assistance leave.
• Wellness programs, backup care, volunteer PTO, employee resource groups, inclusion and diversity programs, recognition, referral, and matching-gift programs.
• Career training and development opportunities.