Regional Annuity Specialist (Finance)

Location: Onsite in Westlake, Texas, United States

Salary: USD $95,000–$140,000 per year, plus potential bonuses or incentive opportunities.

Company

hirify.global Insurance Services supports annuity and insurance needs for individual investors and Registered Investment Advisors through product management, distribution support, partner oversight, and related platforms and tools.

What you will do

• Serve as a subject matter expert on annuity products and solutions.
• Provide specialized guidance to financial consultants and clients as part of broader wealth management and retirement strategies.
• Educate and coach financial consultants on annuity solutions.
• Explain complex financial concepts and product features clearly to advisors and clients.
• Collaborate with product development, operations, and wealth specialists to keep solutions accurate and up to date.
• Build trusted client relationships and align recommendations with retirement and income goals.

Requirements

• Deep expertise in annuity products and retirement income strategies.
• Strong cross-functional collaboration, client relationship management, communication, and organizational skills.
• Active FINRA Series 6 or Series 7 license required.
• Active FINRA Series 63 license or equivalent required.
• Work onsite in the specified Westlake, Texas location.

Nice to have

• Life and Health Insurance License; may be obtained within the first 120 days.
• Advanced degree or certification such as CFP®, CFA®, or ChFC®.

Culture & Benefits

• In-office collaboration with a culture of trust and collaboration.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, and a 28-day sabbatical after every five years for eligible positions.
• Paid parental leave and family building benefits.
• Tuition reimbursement and health, dental, and vision insurance.