Retirement Plan Specialist I (Financial Advisor/401k Participants) (Work from Home)

Location: Work from home, USA; operating hours are 7am–7pm CT, Monday–Friday, with schedules varying to meet service levels.

Salary: $48,500–$53,000 annually. Estimated total compensation: $70,000–$95,000 per year, including eligible sales, performance, and annual bonuses.

Company

hirify.global is an international financial services company providing insurance, retirement, investment, and employee benefit solutions.

What you will do

• Learn retirement and related financial products, competitive offerings, and applicable regulations.
• Explain product options and make recommendations for routine customer inquiries.
• Provide education and guidance on rollovers, retirement accounts, annuities, term life, and permanent life insurance.
• Identify customers’ multi-product needs and connect them with other product specialists.
• Work with relationship managers and fulfillment analysts to initiate product requests.

Requirements

• Bachelor’s degree in a business field or equivalent professional experience.
• FINRA Series 6, 63, and 65, or Series 7 and 66 licenses are required at the time of hire.
• Life and Health licenses are required within 60 days of hire.
• At least one year of experience in the financial services industry and basic knowledge of relevant financial products.
• Customer service, interpersonal, listening, problem-solving, decision-making, written, verbal, and presentation skills.
• Proficiency with Microsoft Office and communication through phone, email, video, and chat.

Nice to have

• CFP and/or CRPC certification.
• Knowledge of Salesforce CRM and digital financial advice platforms.

Culture & Benefits

• Fully remote environment with a 40-hour workweek.
• Biweekly base salary plus monthly, quarterly, and annual bonus opportunities.
• 401(k) match, pension plan, employee stock purchase plan, and competitive pay.
• Medical, dental, vision, disability, and employee assistance benefits.
• Paid time off starting at 160 hours annually, ten paid holidays, parental leave, and adoption assistance.
• Tuition reimbursement, career training, wellness programs, employee discounts, and inclusion initiatives.