Technical Director, Advanced Consulting Group (Retirement)

Location: United States — remote; the position can be filled within any of the lower 48 U.S. states. Candidates located near a hirify.global campus will collaborate in the office three days per week. Frequent travel of approximately 20%–70% is required.

Salary: $122,000–$214,000 national annual range; expected starting range of $122,000–$182,000.

Company

hirify.global provides insurance, financial, and retirement solutions for customers and financial professionals.

What you will do

• Drive sales of life insurance, annuity, mutual fund, and retirement products through all distribution channels.
• Provide advanced tax, legal, and technical consultation on business planning, estate planning, qualified retirement plans, and annuity strategies.
• Direct case design and advise wholesalers, financial professionals, clients, and third-party professionals.
• Monitor, interpret, and communicate current and anticipated legal, tax, regulatory, ERISA, DOL, and IRC changes.
• Create and review sales collateral, articles, white papers, presentations, and training on advanced planning concepts.
• Represent hirify.global at industry forums and collaborate with Marketing, Product Development, Underwriting, and Business Development.

Requirements

• Eight to ten years of related experience in law, accounting, financial planning, or sales.
• Deep knowledge of ERISA, Department of Labor initiatives, the Internal Revenue Code, qualified plan design and compliance, plan operations, and fiduciary governance.
• FINRA Series 6 or 7 license required; SIE and Series 6 must be obtained within 120 days of hire.
• Strong public speaking, persuasive writing, analytical, and collaboration skills.
• Ability to travel frequently and speak at client, broker-dealer, firm, and industry events.
• The role does not qualify for employer-sponsored work authorization, and hirify.global does not participate in the STEM OPT extension program.

Nice to have

• Juris Doctor or Certified Public Accountant qualification.
• CLU or ChFC designation.
• Studies in business, communication, or marketing.

Culture & Benefits

• Medical, dental, and vision coverage.
• Life insurance, short- and long-term disability coverage, and 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 with business-casual attire.