Internal Annuity Consultant (Finance)

Location: Troy, Michigan, United States; hybrid workstyle

Company

hirify.global is a financial services firm focused on securities, investment products, and advisor support.

What you will do

• Support Internal Wholesalers II, External Wholesalers, Senior Wholesalers, and Sales Support staff throughout the sales process.
• Develop target-market campaigns, organize prospect calls and mailings, schedule appointments, and manage follow-up communications.
• Communicate with Financial Advisors across regions and introduce products in person and by phone.
• Assist with case analysis, client presentations, proposals, investment policy statements, and reports using Mobius, Zephyr, and Morningstar.
• Respond to advisor requests and provide phone coverage for regional Financial Advisors as needed.

Requirements

• Associate’s degree in a related field and/or 1–3 years of financial-industry experience or equivalent education and experience.
• General experience of 3–6 years is listed for the position.
• Knowledge of the securities industry, financial products, broker/dealer operations, and relevant policies and practices.
• Strong presentation, questioning, listening, communication, organization, follow-up, and task-management skills.
• Ability to work independently and collaboratively, promote products, prospect for new business, and handle challenging questions.
• Series 7, Series 6, and/or state insurance licenses are preferred or must be obtained within six months of hire; the SIE certification is listed.

Culture & Benefits

• Hybrid workstyle with less than 25% travel.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• People-first culture centered on client-first service, integrity, independence, and a long-term perspective.
• Equal opportunity employment with respect for diverse backgrounds and experiences.