Sr Workplace Planning Consultant

Location: Remote - Nationwide within the United States. Applicants must be authorized to work for any employer in the U.S.; visa sponsorship, including CPT/OPT sponsorship, is not available. Remote work requires reliable high-speed wired internet and a suitable home workspace.

Base salary: $65,600–$92,675 per year, with potential sales incentives and bonuses.

Company

hirify.global provides retirement services and financial wellness solutions that help customers pursue financial freedom.

What you will do

• Deliver personalized retirement and financial wellness advice and education to participants in employer-sponsored plans.
• Build customer relationships and respond to plan and policy questions through inbound and outbound calls.
• Educate customers on distribution options, retirement plan participation, IRAs, and tax implications.
• Guide participants toward managed account solutions and optimal retirement-planning strategies.
• Collaborate with peers to solve problems and deliver effective customer outcomes.
• Meet monthly and annual sales and service goals.

Requirements

• Bachelor's degree or equivalent combination of education and professional experience.
• 2+ years of experience in financial services, retirement planning, or advisory environments.
• Demonstrated sales success and the ability to manage multiple priorities in stressful situations.
• Good understanding of IRAs, retirement investment products and services, and qualified retirement plans.
• Working knowledge of Windows, Microsoft Office, and PC file-management tools.
• FINRA 7 and 66, or 63 and 65, registrations are required; FINRA fingerprinting is required upon hire.

Nice to have

• Strong consulting skills.
• Ability to learn new information quickly and work independently.
• Strong written, verbal, and presentation skills.

Culture & Benefits

• Flexible work environment with internal mobility opportunities.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, company holidays, floating holidays, volunteer time, and paid leave programs.
• Business Resource Groups supporting inclusion and collaboration.