Retirement Income Specialist (Annuity Sales)

Location: Salt Lake City, Utah, United States

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with an insurtech focus, serving independent agents and their clients nationwide.

What you will do

• Develop and execute a territory business plan to achieve revenue goals through existing and prospective advisor relationships.
• Make proactive sales calls covering annuity concepts, product information, sales opportunities, marketing data, and advisor support.
• Execute webinars, newsletters, video messaging, carrier-sponsored events, and advisor recognition programs.
• Drive electronic order entry and maintain advisor interactions and proposed sales activity in the contact management system.
• Deliver presentations on products, services, resources, and competitive advantages.
• Handle inbound service and sales calls, resolve service issues, and conduct outbound campaigns to increase sales.

Requirements

• Bachelor’s degree in business, finance, or a related field with at least two years of related experience or training, or an equivalent combination of education and experience.
• Resident state life and health insurance license required or must be obtained within 90 days of hire.
• Must register with a broker dealer within 180 days of hire and obtain Series 7 within the first 12 months.
• Strong customer service, oral and written communication, multitasking, attention to detail, and independent and team-working skills.
• Proficiency with Microsoft Suite and mobile devices.
• Occasional travel within the territory, less than 10%.

Nice to have

• Experience in annuity and securities product sales.
• Previous financial services industry experience.
• Competitive analysis experience.

Culture & Benefits

• Relationship-driven, service-centered work environment.
• Family-like culture with daily support and professional development opportunities.
• Competitive compensation package and benefits for employees and their families.
• Opportunity to work within a hyper-growth organization serving independent agents nationwide.