Technical Director, Advanced Consulting Group (Life) (Life Insurance)

Location: Fully remote within any of the lower 48 U.S. states; candidates near a hirify.global campus will collaborate in the office 3 days per week. Approximately 15–25% travel is required, with significant travel noted in the job conditions.

Salary: $122,000–$214,000 annually; expected starting range: $122,000–$182,000.

Company

hirify.global is an insurance and financial services company providing life insurance, annuity, mutual fund, retirement, and related financial products.

What you will do

• Provide advanced tax and technical consulting for life insurance, annuities, qualified retirement plans, estate planning, and business planning.
• Direct complex case design and advise wholesalers, financial professionals, clients, and third-party professionals.
• Develop and deliver presentations, training, white papers, case studies, sales materials, and educational content.
• Represent hirify.global at firm, broker-dealer, wholesaler, and industry events.
• Research, interpret, and communicate legal, tax, and regulatory changes to internal business partners.
• Collaborate with Marketing, Product Development, Underwriting, Business Development, and other teams on sales campaigns and strategic initiatives.

Requirements

• Deep knowledge of tax rules and life insurance planning applications, including ILITs, split-interest trusts, buy-sell arrangements, executive benefits, split-dollar, and premium finance.
• 8–10 years of related experience across law, accounting, financial planning, or sales.
• Experience partnering with independent advisors, RIAs, BGAs, producer groups, wholesalers, or similar financial professionals.
• FINRA Series 6 or 7 license required; Series 6 must be obtained within 120 days of hire.
• Strong public speaking, persuasive writing, consultation, and collaboration skills.
• Proven knowledge of business law, tax, accounting, sales, or financial planning.

Nice to have

• Juris Doctor or Certified Public Accountant qualification.
• CLU or ChFC designation.
• Experience with estate planning, business-owner planning, charitable strategies, retirement income planning, and high-net-worth life insurance case design.

Culture & Benefits

• Remote work opportunity with office collaboration for associates located near a hirify.global campus.
• Medical, dental, and vision coverage, 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 diversity, respect, and equal employment opportunity.