Business Solutions Consultant (Financial Services)

Location: On-site in Bloomington, MN, United States of America; travel may be required based on supported offices.

Salary: $77,360–$116,040 per year.

Company

hirify.global provides insurance and investment services supported by a technology suite for financial advisors and their practices.

What you will do

• Build relationships with financial advisors, advisor teams, network office leadership, and their teams to understand business objectives and support needs.
• Help advisors use hirify.global’s technology tools to improve client-advisor experiences and productivity.
• Apply consulting strategies to explain technology benefits and identify simple applications for practice inefficiencies.
• Collect user feedback for Home Office leadership and support planning sessions focused on productivity and client satisfaction.
• Assist with technology training, facilitate classes under supervision, and communicate the benefits of new deployments.
• Track engagement activities, attend training sessions, and travel to supported offices as required.

Requirements

• Bachelor’s degree in business or a related field, or equivalent experience.
• At least 2 years of related experience, including consultation experience with professionals in financial services or a similar industry.
• Experience coaching and training professionals.
• Ability to understand sales-focused software technology and communicate its benefits.
• Ability to build and maintain professional relationships.
• Demonstrated ability to drive measurable improvements in an outcome-based model, such as increased adoption or sales.
• Ability to lead and facilitate groups.
• Strong adaptive communication, including communication between technical and non-technical audiences.
• Customer-first approach to improving solutions, systems, processes, and services; ability to prioritize tasks by importance, urgency, and strategic alignment.

Culture & Benefits

• Work is centered on client interests, continuous improvement, collaboration, and measurable business outcomes.
• The role is embedded within network offices and requires on-site presence.
• The position is classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of the required form.
• Classified as Non-Registered Fingerprinted under FINRA.
• Compensation varies based on skills, experience, market conditions, candidate location, and other hiring factors.