Regional Coordinator - Intermediary (Financial Services)

Location: Atlanta, GA, United States

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

Company

hirify.global provides investment management and financial services focused on helping individuals and communities achieve better financial outcomes.

What you will do

• Collaborate with Senior Regional Directors to improve team effectiveness, maximize territory sales, grow existing clients, develop new clients, and achieve sales goals.
• Manage territory data, segmentation, strategic planning, zone and rotation planning, priorities, scheduling, follow-up, and CRM documentation.
• Prepare for and support Financial Advisor clients through profiling, positioning, follow-through, closing, phone and video communication, one-to-one meetings, and group presentations.
• Explain Voya products and services, interpret capital-market dynamics, conduct competitive analysis, and discuss product positioning with Advisors.
• Participate in ongoing training covering data and technology, communication, product knowledge, leadership, territory management, client experience, collaboration, and adaptability.
• Build positive, professional relationships with clients, peers, External Sales Representatives, Centers of Influence, and management while demonstrating initiative and strong moral character.

Requirements

• At least a four-year degree from an accredited college or university, or equivalent relevant experience.
• Strong working knowledge of popular sales software and Microsoft Office, with an emphasis on Excel.
• Strong written and verbal communication skills and high attention to detail.
• FINRA Series 7 and Series 63/65 or 66 licenses are required; candidates without them must pass the required examinations within 90 days of hire.

Nice to have

• Two to five years of sales experience within the financial services industry.
• Professional, adaptable, collaborative, creative, self-motivated, organized, and responsible approach.
• Upbeat, positive attitude and ability to excel in a team environment.
• Proficient time management, problem-solving, and follow-up skills.

Culture & Benefits

• Purpose-driven, inclusive environment that values diverse perspectives and collaboration.
• 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 with a 4% contribution.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off including 20 days, nine company holidays, a flexible Diversity Celebration Day, and 40 hours of paid volunteer time per calendar year.