Inside Sales Representative - Retirement Plan Services (Fintech)

Location: Hybrid role based in Westlake, Texas, or Austin, Texas

Salary: USD 74,400–133,800 per year, plus eligibility for an annual bonus.

Company

hirify.global provides retirement plan administration, directed trustee, custodial, and brokerage services through Schwab Retirement Plan Services.

What you will do

• Generate new 401(k) retirement plan business through advisor referrals and internal lead sources.
• Manage a pipeline of qualified opportunities for small and mid-sized employers.
• Conduct discovery discussions with retirement plan advisors and plan sponsors.
• Qualify opportunities based on plan size, advisor relationships, and strategic fit.
• Present retirement plan solutions and pricing and develop tailored proposals.
• Build relationships with retirement plan advisors to generate referrals and support opportunity development.

Requirements

• Bachelor’s degree or equivalent work experience.
• At least two years of experience in the financial services industry and at least two years of experience working with retirement plans.
• Knowledge of 401(k) plans, ERISA, mutual funds, collective investment trusts, and banking products used in retirement plans.
• Strong communication and presentation skills.
• FINRA Series 7 and 63 licenses are required, or registrations must be obtained within 120 days as a condition of employment.

Nice to have

• Experience using CRM tools and managing an inside-sales pipeline.
• Experience developing advisor or intermediary relationships.
• Experience presenting retirement plan solutions to business owners or plan fiduciaries.

Culture & Benefits

• Hybrid work approach balancing workplace flexibility with regular in-person collaboration.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, and a 28-day sabbatical after five years of service for eligible positions.
• Paid parental leave and family-building benefits.
• Tuition reimbursement and health, dental, and vision insurance.