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 business development. Focus on building long-term client relationships, driving sales growth, and ensuring regulatory adherence within a complex financial landscape.

Location: Must be based in or able to commute to Charlotte, NC

Company

hirify.global is a financial services firm providing employer-based benefits, retirement planning, and personalized wealth management solutions.

What you will do

• Design and implement complex retirement plan structures tailored to institutional client needs.
• Manage a robust sales pipeline and achieve annual sales goals through strategic business development.
• Lead client relationships, acting as a primary point of contact for plan sponsors.
• Perform investment advisory services while ensuring adherence to regulatory guidelines.
• Conduct benchmarking and due diligence to maintain competitive and compliant plan standards.
• Collaborate with internal teams to provide exceptional customer service and drive client retention.

Requirements

• Must be based in or able to commute to Charlotte, NC
• 2+ years of experience in retirement plan management or sales.
• Strong understanding of ERISA regulations and fiduciary best practices.
• Proven track record of exceeding sales goals and managing a book of business.
• Proficiency in Microsoft Office and CRM software, preferably Salesforce.
• Valid relevant securities license or ability to obtain one within a specified timeframe.

Culture & Benefits

• Comprehensive health, wellbeing, and financial benefits including retirement plans.
• Robust learning and development programs for professional growth.
• Commitment to a diverse, equitable, and inclusive workplace culture.
• Paid time off and reimbursement for job-related expenses.
• Supportive environment that values individual contributions and professional development.