National Sales Consultant, Wealth Management Solutions

Location: Minneapolis, Minnesota, United States. The role is listed as remote, but employees work in the office at least four days per week and may work from home one day per week.

Base salary: $62,300–$85,700 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

• Provide primarily inbound phone consultation to advisors on advisory products, structured products, alternative investments, and other assigned wealth management products.
• Explain product benefits and features, sales strategies, plan selection, rules, regulations, and suitability.
• Record advisor call information, pipeline data, and tracking details in Salesforce.com.
• Collaborate with internal and external sales partners to support client and advisor needs and business objectives.
• Develop and implement business plans to maximize visibility for wealth management products.
• Monitor product feature, asset allocation, and regulatory changes; participate in approved outbound campaigns and ad hoc team tactics when needed.

Requirements

• 3+ years of experience in financial services, financial sales, or financial wholesaling, with proven phone skills.
• Bachelor's degree or equivalent.
• Active Series 7.
• Active state securities agent registration, S63 or S66, or the ability to obtain it within 90 days.
• Active state IAR registration, S65 or S66, or the ability to obtain it within 90 days.
• Valid United States work authorization that does not now or in the future require visa sponsorship.

Nice to have

• Knowledge of wealth management products, asset allocation, and portfolio selection.
• Experience articulating complex information clearly, with strong telephone and presentation skills.
• Ability to establish rapport and credibility quickly.
• Experience presenting one-on-one and in occasional large-group settings.
• Ability to work in a sales-oriented team environment.
• Experience with the Ameriprise platform and products.

Culture & Benefits

• Relationship-based, client-centric environment emphasizing face-to-face collaboration and in-person teamwork.
• Full-time, exempt position with at least four office days per week and flexibility to work from home one day per week.
• Vacation time, sick time, 401(k), and health, dental, and life insurance.
• Potential variable compensation through bonuses, commissions, and/or long-term incentives.
• Inclusive and accessible recruitment process with reasonable accommodations available.