Retirement Plan Consultant

TL;DR

Retirement Plan Consultant (Finance): Designing, implementing, and managing qualified retirement plans for institutional clients with an accent on ERISA compliance, investment advisory, and strategic workforce consulting. Focus on driving business development, managing client relationships, and ensuring regulatory adherence within a high-growth financial services environment.

Location: Must be based in Auburn Hills, MI

Company

hirify.global is a financial services firm providing employer-based benefits, retirement planning, and personalized investment solutions to help families and businesses succeed.

What you will do

• Design and implement complex retirement plan structures tailored to institutional client needs.
• Manage a robust sales pipeline and drive business development through referrals and strategic networking.
• Lead client relationships, acting as the primary point of contact for plan sponsors.
• Provide investment advisory services and present diverse plan options to decision-makers.
• Ensure plan compliance by conducting benchmarking, due diligence, and regulatory consulting.
• Facilitate fiduciary training and explain testing requirements to clients.

Requirements

• 2+ years of experience in retirement plan management or sales.
• Strong understanding of ERISA regulations and fiduciary best practices.
• Proven track record of meeting or exceeding sales goals.
• Proficiency in Microsoft Office and CRM software (Salesforce preferred).
• Excellent communication and presentation skills.
• Must possess or be able to obtain a valid securities license.

Culture & Benefits

• Comprehensive health, wellbeing, and financial benefits.
• Robust learning and development programs.
• Opportunities for variable compensation and annual bonuses.
• Commitment to diversity, equity, and inclusion.
• Supportive work environment focused on professional growth.