Sales Supervision Manager (Annuities)

Location: Charlotte, North Carolina; other locations in Minneapolis, Minnesota, and Troy, Michigan. Hybrid schedule with at least four days per week in the office and one day per week working from home. Applicants must be authorized to work in the United States without current or future visa sponsorship.

Base salary: $87,400–$120,200 per year, plus potential bonus, commissions, and/or long-term incentives.

Company

hirify.global is a diversified financial services company providing financial planning, investment management, insurance, and annuity services to individual, small business, and institutional clients.

What you will do

• Conduct supervisory analysis of annuity and insurance business to identify and assess risk.
• Determine approval or rejection of new applications and review advisor interactions with clients and prospects for suitability.
• Communicate with advisors, field leaders, and clients to complete supervisory reviews and clarify activity.
• Coach and train advisors to improve policy adherence and provide subject-matter expertise to business partners.
• Track regulatory and industry developments, including new regulations and product offerings.
• Support process improvements and represent the firm during examinations, investigations, and other regulatory matters.

Requirements

• Bachelor’s degree or equivalent and at least 5 years of relevant work experience; relevant experience may include financial services, customer service, communications, education, or comparable experience.
• Active SIE license.
• Active Series 7 license or ability to obtain it within 120 days.
• Active Series 24 license or ability to obtain it within an additional 90 days.
• Additional licenses may be required depending on the function.

Nice to have

• Problem-solving, analytical, judgment, and decision-making skills for complex issues.
• Strong written and verbal communication skills, including delivering unfavorable messages.
• Ability to influence positive behavior through coaching and education and document activity comprehensively.
• Ability to manage workloads across multiple tools and processes, prioritize work, and monitor pending cases.
• Technical product knowledge related to annuities.
• Strong knowledge of FINRA, SEC, and other regulatory rules relevant to applicable product lines.
• Ability to work effectively both independently and in a team environment.

Culture & Benefits

• Client-centric, relationship-based environment centered on in-person collaboration.
• At least four days per week in the office, with flexibility to work from home one day per week; some roles may require additional office time.
• Vacation and sick time, 401(k), and health, dental, and life insurance.
• Inclusive and accessible recruitment process with reasonable accommodations available.