Client Advisor, Retirement Solutions

Location: On-site in Burlington, Vermont, United States

Base compensation: $100,000–$130,000 annually

Company

hirify.global is a global fintech company providing insurance, payroll, benefits, cybersecurity, real estate, and related services through technology and human support.

What you will do

• Build qualified pipelines, develop new business, convert opportunities, meet sales quotas, and grow retirement-plan revenue.
• Manage an assigned portfolio as the primary strategic advisor, coordinating service, investment, compliance, and operations partners.
• Lead client and plan reviews covering investment performance, plan design, participation, fees, fiduciary considerations, and participant outcomes.
• Educate plan sponsors and retirement committees, translate complex retirement topics into recommendations, and resolve service escalations.
• Assess employer and participant needs and propose plan designs, investment options, cost efficiencies, and related services.
• Maintain Salesforce records, monitor retention risks, develop expansion opportunities, and collaborate on pipeline reviews, forecasting, and market strategy.

Requirements

• At least five years of qualified retirement-plan experience required.
• Demonstrated success in consultative sales, business development, investment management, portfolio management, or retirement-plan advisory work.
• Series 65 registration or equivalent IAR qualification required at hire or within the specified post-hire period.
• Proven record of meeting or exceeding revenue, retention, and relationship-management goals.
• Strong consultative, strategic-thinking, presentation, written-communication, and interpersonal skills.
• Ability to work independently in an entrepreneurial environment while collaborating across teams.
• Proficiency with Salesforce, Microsoft Outlook, Word, Excel, and PowerPoint, plus CRM, analytics, and AI-enabled applications.
• Ability to work occasionally outside normal business hours and travel as client or business needs require.

Nice to have

• Life & Health license, or willingness to obtain one based on business needs.
• Bachelor’s degree.
• Professional designation such as CFP, QKA, QFPC, PPA, CPFA, C(k)P, AIF, CPA, or an advanced degree.
• Experience expanding markets, acquiring new clients or revenue, and using technology platforms to improve sales efforts.

Culture & Benefits

• Entrepreneurial autonomy with collaboration across sales, service, marketing, investment, compliance, and operations teams.
• On-site presence supports collaboration, team leadership, and cross-functional partnership.
• Medical, dental, vision, life, disability, fertility, wellness, paid sick time, paid time off, and holidays.
• 401(k) with immediate vesting, HSA, FSA, commuter benefits, and employee discounts.
• Paid maternity and paternity leave, including for adoptive parents, plus legal-plan and pet-insurance options.

Hiring process

• Submit an application for the Client Advisor, Sales Professional, or Producer opportunity.
• Final candidates must complete post-offer verification processes related to the role and applicable laws.