Sales Consultant (Pooled Plans)

Location: Work from home in the USA; light travel of 10%.

Salary: $69,000–$95,000 annually, plus potential 10% annual bonus and sales or performance incentives.

Company

hirify.global is a financial services company providing insurance, retirement, investment, employee benefits, and related financial solutions.

What you will do

• Research prospects and develop pooled plan sales and growth strategies with the Pooled Plan team.
• Oversee pricing, fund research, fund mapping, special pricing, and proposals for complex nonprofit and corporate prospects.
• Manage RFP and RFI processes, analyze responses, and recommend improvements for complex opportunities.
• Support final presentations through pricing write-ups, positioning, content recommendations, and coordination with administrative support.
• Provide producer and Sales Executive support, including product guidance, proposals, price quotes, education calls, and sales documentation.
• Manage post-sale activities, client transitions, advisor payments, compliance reporting, Salesforce data integrity, FINRA files, and quality indicators.

Requirements

• Bachelor’s degree or equivalent experience.
• At least three years of retirement plan experience in the mid- to large-market segment, involving plans from $10 million to $2 billion.
• Experience with large or complex custom-designed plans and strong investment knowledge, including fund and performance evaluation.
• Excellent written and verbal communication, presentation, interpersonal, organizational, and independent-work skills.
• FINRA Series 6 or 7 and 63 licenses, or the ability to obtain them within six months of hire.
• Proficiency with Excel, PowerPoint, Word, Adobe, Outlook, FreeERISA.com, and related tools.

Nice to have

• RPA designation, including CEBS 3, 4, and 7, or an advanced retirement plan designation such as CRPS or CRPC.
• Life License.

Culture & Benefits

• Remote work environment with a collaborative and inclusive culture.
• Competitive pay, annual bonus eligibility, and potential sales or performance incentives.
• Pension plan, 401(k) match, employee stock purchase plan, and tuition reimbursement.
• Medical, dental, vision, disability, and employee assistance benefits.
• Paid time off starting at 160 hours annually, ten paid holidays, parental leave, adoption assistance, and backup care.
• Career training, wellness programs, employee resource groups, volunteer PTO, and diversity and inclusion programs.