Client Consultant (Financial Services)

Location: Nashville, Tennessee, United States

Company

hirify.global provides annuity and financial services products for consumers and financial professionals.

What you will do

• Facilitate the sales and servicing process for hirify.global's annuity products using marketing-sourced and advisor-referred leads.
• Educate consumers and financial professionals on annuity offerings, assess financial goals and risk tolerance, and present compliant product recommendations.
• Guide prospects through applications, run product illustrations, and coordinate complete and accurate documentation with Sales and Operations.
• Manage client records, opportunities, and documentation in CRM and other electronic systems.
• Handle trading, portfolio rebalancing, and client withdrawals as required by the relevant product line and business model.
• Support campaigns, process improvements, compliance initiatives, onboarding, and training across departments.

Requirements

• Bachelor's degree.
• At least 1 year of experience in a client- or advisor-facing financial services role, or completion of hirify.global's Internal Wholesaler Training Program.
• Strong knowledge of the insurance and financial services industries, particularly annuity products, financial planning, retirement income planning, investment taxation, and risk management.
• Ability to analyze and compare annuity products, evaluate client risk tolerance, and explain complex financial matters clearly by phone.
• Securities Industry Essentials (SIE) certification.
• FINRA Series 6 or 7, FINRA Series 63, and a state insurance license.

Nice to have

• At least 2 years of experience recommending financial products to retail customers.
• Experience using electronic annuity order entry systems.

Culture & Benefits

• Collaborative work with clients, financial professionals, Sales, Operations, and other internal teams.
• Opportunities to contribute to process documentation and continuous improvement.
• Responsibilities include onboarding and training new team members and sharing best practices.
• Tobacco-free company facilities and campuses.