Retirement Plan Advisor, Sales (Retirement Advisory)

Location: Remote/work from home; compensation is calibrated to the candidate's geographic location.

Base salary: $65,000–$125,000 annually, with additional commission opportunities.

Company

hirify.global provides retirement plans, group health insurance, reimbursement accounts, and financial planning solutions to nearly 5,000 clients throughout the United States.

What you will do

• Develop new business and establish relationships with current and prospective clients.
• Advise plan sponsors on investments, compliance, plan design, service providers, and financial wellness.
• Qualify prospects, evaluate opportunities, research sales options, and conduct prospect meetings.
• Build and maintain relationships with referral partners and Centers of Influence.
• Collaborate with marketing on client and prospect events and email campaigns.
• Maintain industry expertise through workshops, publications, and professional associations.

Requirements

• 5+ years of sales experience in retirement, advisory, and compliance services.
• Previous retirement industry and sales knowledge.
• Experience with defined contribution and defined benefit consulting, including plan design and documents.
• Familiarity with defined contribution markets and recordkeepers.
• Series 65 and Life, Accident and Health licenses.
• Bachelor's degree or equivalent work experience, with strong communication, presentation, organization, follow-up, and software skills.

Culture & Benefits

• Remote work-from-home position with a collaborative, client-focused environment.
• Paid vacation, sick, and personal time, with flexible time off after two years.
• Paid holidays, community volunteer days, and summer half days.
• Medical, dental, vision, life, long-term disability, and short-term disability insurance.
• Retirement plan with a 4% employer match and parental leave.
• Equal opportunity workplace with reasonable interview and application accommodations available.