Retirement Plan Specialist I (Financial Advisor/401k Participants) (Remote) (Kelsey Harris)

Location: Remote, United States

Salary: $48,500–$53,000 annually; estimated total compensation of $70,000–$95,000 per year, including potential incentives and bonuses.

Company

hirify.global is a financial services company providing insurance, retirement, investment, and employee benefit solutions.

What you will do

• Learn retirement, annuity, term life, permanent life, and related products, including competitive offerings and regulations.
• Explain product options, answer routine customer inquiries, and recommend suitable solutions.
• Identify multi-product needs and connect customers with other product specialists.
• Work with relationship managers and fulfillment analysts to initiate product requests.

Requirements

• Bachelor’s degree in a business field or equivalent professional experience.
• FINRA Series 6, 63, and 65, or FINRA Series 7 and 66 at the time of hire.
• Life and Health insurance license(s) as required by applicable state(s), or the ability to obtain them within 60 days of the job entry date.
• One year of experience in the financial services industry.
• Basic knowledge of financial products related to the assigned specialty area.
• Customer service, interpersonal, listening, problem-solving, and decision-making skills.
• Written and verbal communication and presentation skills for phone, email, video, and chat interactions.
• Proficiency using Microsoft Office.

Nice to have

• CFP or CRPC certification.
• Knowledge of CRM systems, including Salesforce.com, and digital financial advice platforms.

Culture & Benefits

• Fully remote work from home, 40 hours per week.
• Base salary with eligibility for monthly, quarterly, annual, sales, and performance bonuses.
• Medical, dental, vision, disability, pension, 401(k) match, and employee stock purchase benefits.
• Paid time off starting at 160 hours annually, ten paid holidays, and paid parental leave for eligible employees.
• Tuition reimbursement, career training, wellness programs, employee discounts, and employee assistance programs.
• Employee resource groups, inclusion and diversity programs, volunteer PTO, and other employee support programs.

Hiring process

• Multiple openings are being filled for November 30 and January 4 class start dates.
• Applicants must hold the required FINRA licenses at the time of hire.