Retirement Plan Consultant (Fintech)

TL;DR

Retirement Plan Consultant (Fintech): Designing, implementing, and maintaining qualified retirement plans for institutional clients with an accent on ERISA compliance, investment advisory, and strategic business development. Focus on managing a book of business, driving client retention, and effectively communicating complex financial solutions to prospective clients.

Location: Remote (Must be based in CST or EST time zones)

Salary: $65,000–$90,000 per year

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 close new deals to achieve annual sales goals.
• Lead client relationships, serving as the primary owner of a book of business.
• Perform investment advisory services while adhering to regulatory guidelines.
• Collaborate with internal teams to ensure plan compliance and facilitate fiduciary training.
• Conduct benchmarking due diligence to keep client plans competitive.

Requirements

• Must be based in CST or EST time zones.
• 2+ years of experience in retirement plan related roles.
• Strong understanding of ERISA regulations and fiduciary best practices.
• Proven track record of exceeding sales goals.
• Proficiency with CRM software, Salesforce preferred.
• Ability to travel up to 25% for business needs.

Nice to have

• Bachelor's degree in Business, Economics, Finance, or related field.
• 2–5 years of industry-related sales experience.
• Valid relevant securities license.

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 of job-related expenses.
• Commitment to a culture of diversity, equity, and inclusion.