Retirement Plan Consultant (Finance)

TL;DR

Retirement Plan Consultant (Finance): Designing and maintaining qualified retirement plans and managing a book of business with an accent on investment advisory and ERISA compliance. Focus on driving client retention, managing sales pipelines, and providing strategic workforce consulting.

Location: Remote (Must be based in the USA, preferably in CST or EST time zones)

Salary: $65,000 – $90,000 per year

Company

hirify.global provides insurance, financial services, and HR consulting to employers and individuals across the US.

What you will do

• Develop and manage a robust sales pipeline via convergence leads, referrals, and COI management.
• Design and implement tailored retirement plan structures for institutional clients.
• Provide investment advisory services and present diversified plan options to decision-makers.
• Ensure plan compliance with ERISA regulations and perform benchmarking due diligence.
• Lead client relationships and execute customized strategies to drive retention.
• Conduct fiduciary training and offer regulatory and legislative consulting.

Requirements

• Must be based in the United States.
• 2+ years of experience in retirement plan related roles.
• Valid relevant securities license or ability to obtain one shortly after hire.
• Strong understanding of ERISA regulations and fiduciary best practices.
• Proficiency with MS Office and CRM tools (Salesforce preferred).
• Bachelor's degree in Business, Economics, Finance, or a related field (preferred).

Nice to have

• 2–5 years of industry-related sales experience.

Culture & Benefits

• Comprehensive health, wellbeing, and retirement financial benefits.
• Paid time off and overtime pay for non-exempt employees.
• Robust learning and development programs.
• Reimbursement for job-related expenses per company policy.
• Inclusive culture focused on diversity, equity, and belonging.