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5 дней назад

Senior Retirement Specialist - Colorado

68 000 - 127 000$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Senior Retirement Specialist - Colorado (Retirement Plans/Financial Services): Driving sales, participant education, and relationship management for defined contribution retirement plans across an assigned territory with an accent on retirement counseling, seminar delivery, and public-sector plan expertise. Focus on developing client relationships, supporting territory strategy, leading Retirement Specialists, and solving customer and process issues while meeting field travel expectations.

Location: Ft. Collins, Colorado, or a location north of Denver, with field travel within the assigned territory. May be required to work from home.

Salary: $68,000–$127,000 annually; expected starting salary range: $68,000–$102,000.

Company

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

What you will do

  • Schedule and conduct one-on-one and group retirement education seminars for current and prospective plan participants.
  • Provide counseling on defined contribution retirement savings plans, 457 plans, annuity products, and investment products to support sales growth.
  • Develop and retain relationships with participants and key organizational contacts, including department heads.
  • Support the Retirement Services Program Director with territory planning, execution strategies, presentations, training, and team development.
  • Act as a team lead and point of contact for Retirement Specialists, troubleshooting inquiries and supporting administrative processes.
  • Lead special projects related to marketing, customer service, enrollment, and process improvement.

Requirements

  • Three years of related experience in financial, sales, or educational services functions.
  • Strong sales, communication, presentation, relationship-building, leadership, and problem-solving skills.
  • Expertise in public-sector business and knowledge of 457 plans, retirement products, and financial services.
  • FINRA Series 6, 63, and 65, or Series 7 and Series 66 licenses required.
  • Life and Health license required.
  • Valid driver’s license and satisfactory driving record required; travel within the assigned territory is required.

Nice to have

  • Financial advisor experience.
  • Undergraduate studies in insurance, business, marketing, or a related field.

Culture & Benefits

  • 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 equal employment opportunities and a respectful culture.

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