RIA External Consultant (Investment Sales)

Location: Nashville, TN; candidate must reside in the assigned territory of Southern California, Nevada, or Hawaii. Hybrid role with up to 25% travel and field activity.

Base pay: $70,000 per year, plus eligibility for an annual bonus and additional sales-based compensation.

Company

hirify.global provides investment, annuity, and RIA platform products and services.

What you will do

• Build new and manage existing relationships with independent registered investment advisers.
• Develop territory business plans with the VP of RIA Sales to maximize sales.
• Deliver product and sales training through individual and group sessions, seminars, workshops, and branch meetings.
• Plan and manage sales resources, budgets, and expenses across the territory.
• Work with an Internal Wholesaler to develop leads from referrals, campaigns, territory canvassing, and follow-up.
• Maintain adviser profiles, sales activity data, and internal communications through hirify.global databases and CRM tools.

Requirements

• Bachelor's degree.
• 3+ years of sales experience in investments, mutual funds, insurance, or annuities.
• FINRA SIE, Series 6 or 7, Series 63, and a state insurance license.
• Strong prospecting, presentation, communication, territory management, and technology skills.
• Ability to live in the assigned Southern California, Nevada, or Hawaii territory.
• Ability to travel up to 25% of the time.

Nice to have

• 5+ years of relevant sales experience.
• Prior annuity or investment external wholesaling experience.
• CFA, CFP, CIMA, another industry designation, or an advanced degree.

Culture & Benefits

• Hybrid wholesaling model combining field work, video meetings, telephone, email, and virtual adviser meetings.
• Annual bonus eligibility and additional sales-based compensation.
• Compensated personal time off and holidays.
• Health benefits and a 401(k) plan with company matching.
• Tobacco-free company facilities and campuses.