Retirement Plan Consultant (Fintech)

TL;DR

Retirement Plan Consultant (Fintech): Designing, implementing, and maintaining qualified retirement plans for clients, serving as the primary owner of a book of business with an accent on analyzing and designing retirement plan structures. Focus on acting as a strategic workforce consultant and effectively communicating the broader hirify.global value proposition to prospective clients.

Location: Charlotte, NC

Company

hirify.global offers employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US.

What you will do

• Develop and manage a sales pipeline through various channels.
• Communicate the value proposition of hirify.global's retirement plan and workplace to wealth solutions to prospective clients.
• Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives.
• Perform investment advisory services for clients, adhering to all regulatory guidelines.
• Provide ongoing consultation regarding plan needs, potential changes, and amendments.
• Facilitate Fiduciary training, ensuring clients understand their responsibilities and best practices.

Requirements

• Proven track record of exceeding sales goals.
• Strong understanding of ERISA regulations and fiduciary best practices.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work and make decisions independently.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Demonstrated discipline maintaining sales pipeline information in a CRM, Salesforce preferred.

Culture & Benefits

• Committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us.
• Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
• Eligible employees receive health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs.