Senior Workplace Planning Consultant (Retirement Planning)

Location: Remote nationwide within the United States; operating hours are 6:00 am to 7:00 pm MT, with shifts assigned based on business need. Reliable high-speed wired internet and a suitable home workspace are required; office work may be required if these conditions are not met.

Base salary: $65,600.00–$92,675.00 per year. Sales incentives and, in some cases, a bonus plan may apply.

Company

hirify.global provides retirement planning, financial wellness, and investment-related services to customers and participants in employer-sponsored plans.

What you will do

• Deliver personalized retirement and financial wellness advice and education to participants in employer-sponsored plans.
• Cultivate customer relationships, answer plan and policy questions, and provide clear information about policies and procedures.
• Educate customers about distribution options, retirement plan participation, individual retirement accounts, and tax implications.
• Use planning tools, services, and managed account solutions to identify effective retirement-planning strategies.
• Collaborate with peers to solve problems and deliver results while handling inbound and outbound calls.
• Meet monthly and annual sales and service goals.

Requirements

• Bachelor’s degree or an equivalent combination of education and professional work experience.
• 2+ years of experience in financial services, retirement planning, or advisory environments.
• Demonstrated success in sales.
• Good understanding of IRAs, retirement investment products and services, and the qualified retirement plan environment.
• Experience managing multiple priorities and handling stressful situations and people daily.
• Working knowledge of Windows, Microsoft Office software, and PC file manipulation.
• Ability to quickly learn hirify.global’s record-keeping system and Salesforce.
• Investment Adviser Representative registration through Series 65 or another qualifying examination or professional designation.
• FINRA fingerprinting upon hire and authorization to work for any employer in the United States.

Nice to have

• Strong consulting skills.
• Motivation, self-direction, and the ability to learn new information quickly and independently.
• Strong written, verbal, and presentation skills.

Culture & Benefits

• Flexible work environment with opportunities for internal mobility.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, paid volunteer time, parental leave, disability leave, and FMLA programs.
• Inclusive Business Resource Groups and a welcoming, community-focused environment.

Hiring process

• FINRA fingerprinting is required upon hire.
• Applicants must be authorized to work for any U.S. employer; visa sponsorship, including CPT/OPT sponsorship, is unavailable.