Internal Retirement Specialist (Financial Services)

Location: Remote within any of the lower 48 U.S. states

Salary: $52,000–$97,000 annually; expected starting range: $52,000–$78,000

Company

hirify.global is a Fortune 100 financial services company helping individuals and businesses prepare for and protect their financial future.

What you will do

• Answer inbound participant calls and provide education and guidance based on individual retirement plans.
• Contact targeted participants to discuss contribution levels and encourage appropriate deferral increases.
• Review participant accounts, assess risk, and advise on asset allocation and automated account management options.
• Calculate retirement projections and counsel participants on distributions, transfers, and consolidation.
• Build strategic relationships with field Retirement Specialists and Program Directors in support of business goals.
• Advise field teams using knowledge of retirement plans, legislation, market movements, and investment performance.

Requirements

• At least two years of experience in a relationship- or sales-driven position.
• FINRA Series 6, 63, and 65 licenses and a Life and Health license are required.
• In-depth knowledge of insurance and financial products.
• Consultative selling or advising skills, strong communication, organization, and time-management abilities.
• Experience in a sales call center or financial services environment is preferred.
• Spanish and English bilingual skills are preferred and highly valued.

Nice to have

• Undergraduate studies in business, finance, communications, marketing, or a related field.
• Knowledge of defined contribution retirement plans.
• Sales call center and financial services experience.

Culture & Benefits

• Remote work within the lower 48 U.S. states.
• Medical, dental, and vision coverage.
• Life insurance and short- and long-term disability coverage.
• Paid time off, paid holidays, Lifetime paid time off, and Unity Day paid time off.
• 401(k) with company match and a company-paid pension plan.
• Employer-sponsored work authorization is not available, and the position does not qualify for the STEM OPT Extension program.