Manager, Virtual Advice (Financial Services)

Location: Remote within the United States; the role supports clients in all 50 states and requires eligibility to be securities and insurance licensed in all 50 states and the District of Columbia.

Salary: $94,389–$127,703 per year.

Company

hirify.global helps people manage money and pursue balanced and generous lives through financial services, advice, insurance, and investment products.

What you will do

• Lead a team of 10–15 nationally licensed advisors and manage performance, sales results, and team revenue of $1.5M+ annually.
• Coach advisors daily and weekly on consultative sales, advice-based recommendations, professional development, and career growth.
• Conduct interviews, select talent, and provide onboarding and training to accelerate productivity and skill development.
• Drive client retention and engagement across a combined 800k clients while maintaining consistent client experience and service standards.
• Collaborate with sales leadership and internal centers of excellence on training, resources, quarterly planning, budgets, process improvement, compliance, and regulatory requirements.
• Lead from the front by demonstrating case-work skills and occasionally joining client calls to support the team.

Requirements

• College degree in business, management, a related business field, or equivalent experience.
• Prior experience as a financial advisor, including financial planning, investment products, and insurance products.
• Prior training and experience with consultative, needs-based sales models such as Integrity Selling or a similar approach.
• Must be eligible to obtain securities and insurance licenses in all 50 states and the District of Columbia.
• FINRA Series 7 and 63/65 or 66 and Life/Health Insurance licenses are highly desired and must be obtained within 120 days of hire or transfer where applicable.
• FINRA Series 6 and 7 are required or must be obtained within 120 days of hire or transfer for responsibilities involving training content and delivery related to insurance, annuities, mutual funds, brokerage, and banking.
• 5+ years of experience leading a team of 8 or more direct reports is highly desired.
• Experience leading change in a fast-paced, high-growth environment and working in a team setting to achieve results.
• Strong communication, organization, client-centricity, empathy, drive, and results orientation, with a belief in the organization’s core values and mission.

Nice to have

• Advanced designation such as CFP®, ChFC, or CLU.
• Salesforce experience.
• Money Guide Pro or another financial planning tool.
• Experience working in virtual sales.

Culture & Benefits

• Remote work within the United States.
• Benefits may include medical, dental, and vision insurance; HSA; FSA; 401(k); pension; life and disability insurance; and supplemental protection insurance.
• 20 days of paid time off annually, Sick and Safe Time, 10 paid company holidays, Volunteer Time Off, and paid parental leave.
• Additional well-being benefits, EAP, and potential annual or long-term incentive programs.
• Equal employment opportunity and reasonable accommodation are provided in accordance with applicable law.