Retirement Plan Consultant

Location: Onsite in Taguig City, Metro Manila, Philippines

Company

hirify.global provides retirement and financial solutions focused on helping customers achieve financial freedom.

What you will do

• Drive new retirement plan adoption through a structured consultative sales process and meet defined production metrics.
• Manage the sales pipeline, evaluate prospective clients, and recommend PEO, PEP, and MEP solutions aligned with their needs.
• Advise clients on 401(k) plan design, compliance, pricing, investments, administration, eligibility, vesting, safe harbor provisions, and employer contributions.
• Prepare and present plan design illustrations, pricing comparisons, fee disclosures, and prior plan document reviews.
• Own the end-to-end sales and onboarding process, including documentation, timelines, signatures, and implementation requirements.
• Provide ongoing consultation on plan amendments and optimization while maintaining accurate records and coordinating with Sales, Implementation, Client Service, Compliance, and Testing teams.

Requirements

• 5+ years of experience in the retirement plan industry in sales, consulting, or account management.
• FINRA Series 6 and 63 required within established corporate timelines.
• FINRA fingerprinting required.
• Experience managing a sales pipeline and meeting production goals.
• Strong understanding of retirement plan design, pricing, and investments.
• Proven ability to deliver high-quality client presentations and communicate complex retirement concepts clearly.

Nice to have

• Experience in PEO, PEP, or MEP markets.

Culture & Benefits

• Flexible work environment and fluid career paths with support for internal mobility.
• Focus on purpose, well-being, work-life balance, diversity, inclusion, and community volunteering.
• Equal opportunity employment for qualified applicants.