Regional Coordinator - Intermediary (Financial Services)

Location: Atlanta, GA, United States

Annual base salary: $65,000–$70,000 USD, plus monthly commissions and annual bonus opportunities.

Company

hirify.global provides financial and investment management services focused on improving customers’ and communities’ financial futures.

What you will do

• Partner with Senior Regional Directors to improve sales effectiveness, grow existing clients, develop new clients, and achieve territory sales goals.
• Manage territory data, segmentation, strategic planning, scheduling, follow-up, priorities, and CRM documentation.
• Prepare for and conduct advisor communications through phone, video, one-on-one meetings, group presentations, written communication, and digital channels.
• Explain Voya investment products and services, connect capital-market conditions to client expectations, and position products appropriately.
• Conduct competitive analysis and discuss product performance and results with Financial Advisor clients.
• Participate in ongoing training covering data and technology, communication, product knowledge, leadership, territory management, and client experience.

Requirements

• Four-year degree from an accredited college or university, or equivalent relevant experience.
• Two to five years of sales experience in the financial services industry is preferred.
• Working knowledge of sales software and Microsoft Office, especially Excel.
• Strong written and verbal communication skills, attention to detail, time management, problem solving, and follow-up skills.
• FINRA Series 7 and Series 63/65 or 66 are required; candidates without the licenses must pass them within 90 days of hire.
• Professional, adaptable, collaborative, self-motivated, organized, and responsible approach.

Culture & Benefits

• Purpose-driven culture focused on financial opportunity, inclusion, collaboration, and customer service.
• Health, dental, vision, and life insurance plans.
• 401(k) savings plan with company matching contributions of up to 6% and an employer-paid cash balance retirement plan.
• Tuition reimbursement of up to $5,250 per year.
• Twenty days of paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.
• Forty hours of paid volunteer time per calendar year.