Sales Office Specialist - Central Scheduler

TL;DR

Sales Office Specialist - Central Scheduler (Financial Services): Provide a streamlined scheduling process for education and enrollment meetings with an accent on optimizing Retirement Education Specialists’ time and travel across regions. Focus on managing multiple calendars, confirming details with internal and external partners, and ensuring timely kit deliveries.

Hybrid-office/home role in Hartford, CT. Details of your in-office schedule will be finalized with your manager.

Salary: $61,850 - $77,310 USD

Company

hirify.global fights for everyone’s opportunity for a better financial future through inclusive actions and bold commitments.

What you will do

• Streamline scheduling for all education and enrollment meetings.
• Coordinate and optimize Retirement Education Specialists’ time and travel within and across regions.
• Manage 4–6 specialists’ calendars simultaneously.
• Confirm meeting details with plan sponsors, brokers, TPAs, and sales/service teams.
• Send confirmations to internal and external partners and input data into calendars and Salesforce.
• Coordinate with Sales Support Team for timely kit ordering and delivery.

Requirements

• Poised speaker with proven phone skills to engage colleagues and clients.
• 2-4 years' experience in Financial or Retirement Services.
• Excellent verbal and written communication skills.
• Ability to multitask effectively.
• Expertise in Microsoft Office, Excel, and Salesforce.

Nice to have

• Associate degree or equivalent experience.

Culture & Benefits

• Health, dental, vision, and life insurance plans.
• 401(k) Savings plan with up to 6% company matching.
• Voya Retirement Plan – employer-paid cash balance (4%).
• Tuition reimbursement up to $5,250/year.
• Paid time off: 20 days PTO, nine company holidays, flexible Diversity Celebration Day.
• Paid volunteer time: 40 hours per year.