Senior Retirement Specialist (401k)

Location: California; assigned territory covers Southern California south of Fresno, Arizona, New Mexico, and Hawaii. Travel within the assigned territory is required, and work from home may be required.

Salary: $68,000–$102,000 expected starting annual range; national range of $68,000–$127,000.

Company

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

What you will do

• Schedule and conduct one-on-one and group retirement seminars for existing and potential plan participants.
• Provide counseling and guidance on defined contribution retirement savings plans, annuities, investments, and related products.
• Develop and retain relationships with participants and department-head-level contacts to expand products and services within retirement plans.
• Support the Program Director with territory planning, execution strategies, team development, training, and product or policy updates.
• Act as a team lead and troubleshooting point of contact for Retirement Specialists.
• Lead marketing, customer service, enrollment, administrative, and process-improvement projects with home office teams.

Requirements

• At least three years of related experience in financial, sales, or educational services.
• Experience with private-sector business and 401(k) plans.
• FINRA Series 6 license and life and health licenses required; Series 63 and 65 may be necessary.
• Strong sales, communication, presentation, relationship management, and territory management skills.
• Knowledge of annuity and investment products, competitive landscapes, and retirement plan administration.
• Valid driver’s license with a satisfactory driving record and availability for required territory travel. Spanish bilingual skills and residence in Southern California are strongly preferred.

Culture & Benefits

• Medical, dental, and vision insurance.
• Life insurance and short- and long-term disability coverage.
• Paid time off, nine paid holidays, Lifetime paid time off, and Unity Day paid time off.
• 401(k) with company match and a company-paid pension plan.
• Business-casual work environment and an inclusive culture focused on diversity and respect.