Regional Wholesaler (RVP) - Retirement Solutions (Corporate/Private Sector)

Location: California; the territory covers Northern California, including Fresno, and all of Nevada. Living within the Northern California territory is strongly preferred. Travel is required 3–4 days per week, including 1–2 overnight stays per week.

Salary: $100,000–$100,000 annually.

Company

hirify.global is a Fortune 100 financial services company providing insurance, retirement, and investment solutions to individuals and businesses.

What you will do

• Sell hirify.global retirement plan investment products through financial intermediaries to corporate and private-sector retirement plan sponsors.
• Build relationships with advisors, investment professionals, and third-party administrators while educating them on retirement plan products and services.
• Support prospect meetings through fact-finding, presentations, proposals, and closing documentation.
• Drive profitable territory growth, referrals, cross-selling, asset retention, and ongoing customer servicing.
• Participate in industry, broker/dealer, regional, national, and divisional meetings and conferences.
• Monitor industry trends, competitors, products, and services while coordinating sales activity across distribution channels.

Requirements

• At least five years of experience in the 401(k) or retirement plan business, preferably in an advisor-driven market or direct 401(k) sales.
• Required licenses: FINRA Series 6 or 7, Series 63, Series 65, and applicable State Life/Annuity Insurance Agent licenses.
• Ability to obtain and maintain required federal and state licenses, registrations, continuing education, designations, and FINRA requirements.
• Strong interpersonal, written communication, group presentation, time-management, and organizational skills.
• Knowledge of finance, statistics, economics, investment management, retirement products, and financial services practices.
• Valid driver’s license with a satisfactory driving record; credit and/or background checks are required.

Nice to have

• Undergraduate studies in business, finance, communications, or liberal arts.
• CLU, ChFC, FLMI, CFP, or ASPPA designation.
• Experience as an investment professional, internal or external wholesaler, field service representative, or financial-services relationship manager.
• Experience with Microsoft Word, PowerPoint, Excel, and Siebel CRM.

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.
• Inclusive workplace committed to equal employment opportunities and a respectful culture.
• Exempt position with business-casual attire and regular virtual meetings and conference calls.

Hiring process

• Selection includes a required credit and/or background check.
• License and registration requirements must be completed within the time period designated by the business unit.