National Sales Consultant - Advisory (Wealth Management)

Location: Minneapolis, Minnesota, United States; employees work in the office at least four days per week and may work from home one day per week.

Salary: $62,300–$85,700 per year, plus potential bonus, commissions, and/or long-term incentives.

Company

hirify.global is a diversified financial services company providing financial planning, asset management, insurance, and annuity services to individual, small business, and institutional clients.

What you will do

• Provide primarily inbound phone consultation to advisors on advisory, structured, and alternative investment products.
• Explain product features and benefits, sales strategies, plan selection, rules, regulations, and suitability requirements.
• Capture advisor call details, pipeline data, and tracking information in Salesforce.
• Collaborate with product consultants, internal business partners, and external partners to support advisor and client needs.
• Develop and implement business plans and participate in approved outbound campaigns or other ad hoc initiatives.
• Monitor product feature changes, asset allocation approaches, and regulatory developments.

Requirements

• 3+ years of experience in financial services, financial sales, or financial wholesaling, with proven phone skills.
• Bachelor’s degree or equivalent.
• Active Series 7 registration.
• Active state securities agent registration through Series 63 or 66, or ability to obtain it within 90 days.
• Active state IAR registration through Series 65 or 66, or ability to obtain it within 90 days.
• Valid U.S. work authorization that does not now or in the future require visa sponsorship.

Nice to have

• Knowledge of wealth management products, asset allocation, and portfolio selection.
• Experience presenting complex information clearly and building rapport quickly.
• Experience working in a sales-oriented team environment.
• Experience with Ameriprise platforms and products.

Culture & Benefits

• Client-centric, relationship-based work environment focused on face-to-face collaboration.
• Comprehensive health, dental, and life insurance benefits.
• Vacation and sick time.
• 401(k) plan.
• Potential variable compensation and long-term incentives depending on the role.