Market Consultant US Ins & SA

TL;DR

Market Consultant US Ins & SA: Building long-standing relationships with insurance intermediary clients to increase holdings of hirify.global products with an accent on sales strategies, market penetration, and client loyalty. Focus on developing partnerships with centers of influence, positioning investment strategies against competitors, and conducting educational presentations.

Location: Hybrid in Nashville, Tennessee or Downers Grove, Illinois - at least four full days each week in an hirify.global office

Salary: $65,000 to $70,000/year

Company

One of the world’s leading independent global investment firms providing a wide range of investment strategies and vehicles to clients worldwide.

What you will do

• Identify, develop, and deepen partnerships with centers of influence in insurance, including client distribution and field personnel.
• Develop and implement sales and retention strategies to enhance hirify.global's penetration in the insurance market.
• Represent and position hirify.global's investment strategies, differentiating from competitors.
• Partner with accounts, marketing, and client service to align on business strategy and overcome challenges.
• Conduct practice management and capital market presentations for insurance clients.
• Build and monitor a COI list based on quantitative and qualitative scoring, and implement territory sales plans.

Requirements

• 5+ years of sales experience, with significant focus on marketing insurance products
• Series 7 & 63 required
• Undergraduate degree in business or related field, or equivalent experience
• Track record of developing strategic business plans, client segmentation, and internal networking
• Deep understanding of insurance products (VA, FIA, structured) and competitive landscape
• Exceptional public speaking, consultative approach, and growth mindset

Nice to have

• CIMA, CFP, CFA, or CAIA designation

Culture & Benefits

• Flexible paid time off
• Hybrid work schedule with at least 4 days/week in office
• 401(k) matching up to 6% plus discretionary contributions
• Health & wellbeing benefits, parental leave, employee stock purchase plan
• Inclusive culture committed to diversity and equal opportunity