Retirement Plan Counselor (Financial Services)

Location: Remote, but must be based in Idaho; travel throughout Idaho is required.

Salary: $59,700–$84,300 base salary per year, with potential bonus or sales incentives.

Company

hirify.global provides retirement and financial services designed to help customers pursue financial freedom.

What you will do

• Deliver virtual and on-site education, enrollment presentations, one-on-one consultations, and group meetings for public employees participating in Government 457 defined contribution plans.
• Drive measurable participant actions, including plan enrollment, deferral increases, and rollovers from previous plans.
• Build relationships with plan sponsors, key contacts, relationship managers, and internal stakeholders.
• Track meetings, attendees, outcomes, and service-level requirements in appropriate systems.
• Manage the meeting schedule and travel bookings, attend client meetings, and provide feedback on communication strategies.
• Participate in finalist presentations for new prospects when required by territory needs.

Requirements

• Bachelor's degree or equivalent experience in lieu of a degree.
• 2–4 years of relevant financial services experience.
• Strong presentation, relationship-building, and territory-management skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Teams.
• FINRA Series 6 and Series 63 registrations within established timelines.
• FINRA fingerprinting.
• Ability to calculate interest, proportions, percentages, and fractions.
• Must be authorized to work for any employer in the United States; employment visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• Working knowledge of Salesforce.
• Strategic thinking and the ability to work independently.
• Practical experience providing high-level, consultative client interactions.
• Basic knowledge of defined contribution plans.

Culture & Benefits

• Flexible remote work environment with required reliable high-speed wired internet and a suitable home workspace; office work may be required if home requirements are not met.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and possible discretionary contributions.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, ten paid company holidays, three floating holidays, paid volunteer time, and leave programs including paid parental leave and disability coverage.
• Inclusive employee resource groups and opportunities for community volunteering.