Bilingual Financial Services Professional - Milwaukee, WI

TL;DR

Bilingual Financial Services Professional (Financial Services): Build a financial practice guiding Christians in the Latino community to financial clarity, empowering lives of service and faith with personal advice and hirify.global products. Focus on developing long-term client relationships based on trust, leveraging networks for appointments, and delivering financial workshops.

Location: Milwaukee, WI

Company

hirify.global is a not-for-profit, membership-owned Fortune 500 financial services organization serving over 2.4 million clients with advice, insurance, investments, banking, and generosity programs.

What you will do

• Build a financial practice by guiding clients on financial clarity and connecting them to hirify.global products and programs.
• Develop and maintain long-term relationships across generations based on trust and understanding in the Latino community.
• Make client appointments using your network, hirify.global’s reputation, and award-winning financial workshops.
• Control your schedule for work-life balance while collaborating with specialists in business development, marketing, and technology.

Requirements

• Bachelor’s degree or equivalent experience; military veterans encouraged to apply.
• Attainment of FINRA SIE, life and health licenses before contracting; satisfactory background check, fingerprinting, and securities/insurance licensing verification.
• Self-disciplined, independent, driven to succeed, with strong interpersonal skills and passion for helping others.

Nice to have

• Experience from sales, business management, education, ministry, hospitality, or military backgrounds.

Culture & Benefits

• Unlimited earning potential via commissions, bonuses, incentives, recurring revenue, and planning fees.
• Medical, dental, vision, disability insurance, pension, 401(k), and retiree medical plans.
• Ongoing training, professional growth support, well-being programs, and gift matching for nonprofits.
• Collaborative culture with flexible schedule and membership programs to engage with clients and community.