Regional Retirement Plans Sales Consultant (Internal Wholesaler)

Location: Minneapolis, Minnesota; employees work in the office at least three days per week and may work from home two days per week. Overnight travel of up to 15% is required.

Base salary: $87,400–$120,200 per year, plus potential bonus, commissions, and/or long-term incentives.

Company

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

What you will do

• Conduct outbound calls to advisors in the assigned region to increase retirement plan sales and net flows.
• Respond to advisor calls and emails with technical expertise on sales strategies, retirement plan rules, regulations, and solutions.
• Develop rollover strategies and advise on the selection of IRAs, 401(k), 403(b), and other qualified plans.
• Partner with the Regional Vice President on business planning, sales campaigns, field initiatives, and regional priorities.
• Support advisor and client presentations, field events, and one-on-one sales calls, including required regional travel.
• Track sales activity in Salesforce, manage expenses in Concur, and collaborate with product, marketing, sales strategy, and retirement plan partners.

Requirements

• Bachelor’s degree or equivalent in a related field.
• At least 5 years of experience in financial services, financial sales, or financial wholesaling.
• Active Series 7 and Minnesota IAR Series 63 and 65, or Series 66, or the ability to obtain the required licenses within 120 days.
• Valid U.S. work authorization is required; visa sponsorship is not available now or in the future.
• A clean compliance record is required.
• Knowledge of IRAs, 401(k)s, 403(b)s, cash balance plans, sales coaching, presentations, and advisor relationship management.

Nice to have

• CFP, ChFC, CRPC, CRPS, or RICP designation, or a strong desire to obtain one.
• Experience as a financial planner, financial advisor, or investment broker.
• Experience with hirify.global products and field structure.
• Strong communication, influencing, organizational, and relationship-building skills.

Culture & Benefits

• Relationship-based, client-centric environment with a focus on face-to-face collaboration.
• Hybrid flexibility with at least three days per week in the office and up to two days working from home.
• Vacation, sick time, 401(k), and health, dental, and life insurance benefits.
• Pay-for-performance compensation with potential variable pay and long-term incentives.