Retirement Plan Counselor - Spanish

Location: Remote, must reside within the assigned U.S. territory; primary location is Salt Lake City, Utah. Overnight travel is required, with 50–60% travel.

Base salary: $59,700–$84,300 per year.

Company

hirify.global provides retirement, financial wellness, and investment services designed to help customers achieve financial security.

What you will do

• Develop and deliver virtual and on-site education and enrollment presentations for participants in 401(k), 403(b), and Government 457 plans.
• Drive measurable participant actions, including plan enrollment, contribution increases, and rollovers from previous plans.
• Build relationships with plan sponsors, key contacts, relationship managers, and internal stakeholders.
• Manage meeting schedules, travel arrangements, reporting, attendance records, and outcomes.
• Provide feedback on communication materials and strategies and attend client and prospect meetings.

Requirements

• Bachelor’s degree or equivalent relevant experience.
• 2–4 years of relevant financial services experience.
• Bilingual Spanish skills required.
• Strong presentation, relationship-building, and territory-management skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Teams.
• FINRA Series 6 and Series 63 registrations, fingerprinting, overnight travel, and 50–60% travel are required.

Nice to have

• Working knowledge of Salesforce.
• Strong public-speaking experience and consultative client-interaction skills.
• Knowledge of defined contribution plans.
• Ability to work independently and think strategically.

Culture & Benefits

• Remote work environment with reliable high-speed wired internet and a suitable home workspace.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, company holidays, floating holidays, volunteer time, parental leave, disability coverage, and FMLA programs.
• Inclusive Business Resource Groups and opportunities for internal mobility.

Hiring process

• Series 6 and Series 63 registrations and FINRA fingerprinting must be completed within established timelines.
• Applicants must be authorized to work for any employer in the U.S.; visa sponsorship is not available.