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3 дня назад

Associate Sales Consultant (Workplace)

67 000 - 93 000$
Формат работы
hybrid
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Associate Sales Consultant (Workplace) (Financial Services): Supporting retirement-plan participants through investment guidance, account servicing, and relationship development with an accent on consultative sales, retirement strategy, and regulatory requirements. Focus on resolving complex account issues, qualifying participants for high-value financial consultations, retaining assets through education, and completing Series 7 and 66 licensing.

Location: Owings Mills, Maryland, United States; hybrid work with up to one day per week from home after successful completion of the training program.

Base salary: $67,000–$93,000 per year, depending on location, experience, and skills. The role is eligible for overtime pay; discretionary bonus eligibility may apply.

Company

hirify.global is a global asset management organization providing equity, fixed income, multi-asset, investment, and retirement solutions to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

  • Serve as the initial contact for participant service requests involving investments, mutual funds, accounts, and complex account issues.
  • Provide foundational retirement strategy, portfolio guidance, education, and distribution-option support.
  • Identify and qualify high-value participants for referral to Financial Consultants.
  • Use a consultative approach to understand participant needs and offer appropriate solutions.
  • Retain assets, follow up on inbound retention opportunities, and deliver defined sales targets.
  • Maintain knowledge of products, services, financial-services regulations, legal and tax considerations, and participate in special projects.

Requirements

  • Bachelor’s degree or an equivalent combination of education and relevant experience.
  • 0+ years of total relevant work experience.
  • Series 7 and Series 66 licenses must be obtained within the designated window under the Global Distribution licensing policy.
  • FINRA licensing is required, with dedicated paid time and resources provided for the licensing process.

Nice to have

  • Sales experience.
  • Financial-industry experience.
  • Currently holding Series 7 and Series 66 licenses.

Culture & Benefits

  • Hybrid work schedule after training, with up to one home-working day per week.
  • Competitive compensation, annual bonus eligibility, and a generous retirement plan.
  • Health and wellness benefits, including online therapy.
  • Paid time off for vacation, illness, medical appointments, and volunteering.
  • Family-care resources, including fertility and adoption benefits.
  • Inclusive work environment with equal-opportunity employment and support for career development.

Hiring process

  • Answer eligibility questions received by email and text message; each application requires a separate response, with an estimated time commitment of 3–5 minutes.
  • If eligible, complete an online assessment and recorded introductory video responses through HireVue, estimated at 45 minutes.
  • A recruiter will review the responses and contact selected candidates for an interview.

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