Internal Retirement Specialist - Kentucky Deferred Comp (Finance)

Location: Kentucky, United States; hybrid schedule with alternating weeks working from home and in the office. In-office days are Monday, Wednesday, and Friday, 8:00 am–4:30 pm ET.

Salary: $52,000–$78,000 expected starting annual salary range; national range up to $97,000.

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

• Answer participant calls and provide education and guidance based on individual retirement plans.
• Contact targeted participants to discuss contribution levels and encourage appropriate deferral increases.
• Review participant accounts, assess risk, and advise on asset allocation and available account management services.
• Prepare retirement projections and counsel participants on distributions, transfers, and consolidation.
• Build relationships with field Retirement Specialists and Program Directors in support of business goals.
• Provide retirement plan expertise, recommendations, and advice using industry trends, legislation, market movements, and investment performance.

Requirements

• Minimum two years of experience in a relationship- or sales-driven position.
• FINRA Series 6, 63, and 65 licenses are required; Series 7 and 66 are also accepted.
• State Life and Health license is required.
• Strong presentation, communication, relationship-building, leadership, problem-solving, organization, and consultative advising skills.
• Knowledge of insurance and financial products; knowledge of defined contribution retirement plans is preferred.
• Undergraduate studies in business, finance, communications, marketing, or a related field are preferred.

Nice to have

• Financial advisor experience.
• Experience in a sales call center environment.
• Background in financial services.

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 focused on respect, appreciation, and equal opportunity.