Workplace Planning Consultant (Fintech)

TL;DR

Workplace Planning Consultant (Fintech): Providing guidance on account options for customer retirement savings goals, such as 401K and IRA products with an accent on deepening customer relationships with hirify.global. Focus on educating customers on retirement plans, comparing options, and supporting their savings goals.

Location: Remote - Nationwide, Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT. For remote positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.

Salary: $52,000.00 - $64,000.00

Company

hirify.global transforms financial lives by giving people the freedom to transform their own with flexible work environment, and fluid career paths.

What you will do

• Provide over-the-phone guidance at key life moments regarding employer-sponsored retirement accounts.
• Discuss available account options, such as 401K and IRAs, to align with customers’ retirement savings goals.
• Educate customers on information specific to their retirement plan, comparing options to best support their savings goals.
• Focus on deepening customer’s relationship with hirify.global.

Requirements

• Bachelor's degree or an equivalent combination of education and professional work experience.
• Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention.
• Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire.
• Motivated, self-starter with the ability to learn new information quickly and independently.
• Demonstrated relationship management and customer service skills.
• Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions.

Nice to have

• Previous experience with inbound and/or phone-based consultation.
• Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.).
• Ability to quickly learn new systems and prior experience with SalesForce a plus.
• Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment.
• A growth mindset to meet company and team goals.

Culture & Benefits

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year