External Wholesaler (Financial Services)

Location: Remote Louisiana, United States; travel up to 75%

Company

hirify.global is a financial services firm focused on investment management and client-first financial products.

What you will do

• Build and maintain relationships with financial advisors, brokers, agents, and regional wirehouses within an assigned territory.
• Generate assets and sales revenue by promoting financial products and services.
• Educate advisors through individual and group presentations, branch visits, seminars, conferences, and trade shows.
• Develop and implement territory wholesaling plans to achieve sales goals.
• Identify and develop leads with the assigned internal wholesaler, while maintaining activity logs, broker profiles, and sales databases.
• Present sales activity, manage the territory expense budget, and coordinate with internal and external stakeholders.

Requirements

• Bachelor’s degree in Finance, Business Administration, Marketing, or a related field, or an equivalent combination of education and experience.
• At least two years of experience in the financial services industry; the role indicates approximately three to six years of general experience.
• Knowledge of securities industry concepts, asset management products, and broker-dealer operations.
• Strong relationship-building, questioning, listening, presentation, organization, prioritization, and problem-solving skills.
• Ability to work independently and collaboratively, manage changing priorities, and communicate effectively with internal and external stakeholders.
• Securities Industry Essentials Exam (SIE) required unless an exemption or grandfathering provision applies; FINRA Series 7 required, with the ability to obtain other necessary licenses within 60 days of hire.

Culture & Benefits

• Remote work arrangement with frequent territory travel.
• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Compensation may include base pay plus discretionary bonuses, commissions, or other additional compensation.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving, supported by values of client-first service, integrity, independence, and accountability.