Hybrid Wholesaler - One Insurance Solutions

Location: Troy, Michigan, United States; hybrid workstyle with 25–50% travel within the assigned territory

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, collaboration, and continuous improvement.

What you will do

• Develop and execute territory-level sales strategies with senior Consultants and field leaders.
• Engage financial advisors by phone, email, and in person to promote insurance solutions and deepen relationships.
• Deliver product positioning, advanced case design guidance, sales ideas, illustrations, proposals, and point-of-sale materials.
• Support marketing campaigns, seminars, advisor events, and follow-up activities.
• Respond to advisor inquiries, provide product and case support, and manage activity tracking and the sales pipeline in CRM tools.
• Collaborate with internal partners on training, strategic initiatives, process improvements, and advisor experience.

Requirements

• 3–6+ years of experience in financial services, insurance sales, wholesaling, internal wholesaling, or advisor-facing roles.
• Knowledge of insurance products, advanced case design, distribution channels, sales processes, CRM systems, and financial advisor practices.
• Demonstrated consultative selling, influencing, presentation, territory management, and relationship-building skills.
• Bachelor’s degree in Business, Marketing, or a related field preferred; equivalent education and experience may be considered.
• State Insurance Licenses are required.
• Series 7 is required at hire or within the designated timeframe.

Culture & Benefits

• Hybrid workstyle with travel of up to 50% within the assigned territory.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, and retirement savings plans.
• Paid time off may include vacation, holidays, sick leave, and parental leave.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• People-first culture that values diverse backgrounds and authentic contributions.