Retirement Plan Specialist Financial Counselor

Location: Work From Home, USA; remote field/travel environment

Total compensation: $55,350–$60,750 per year. Base compensation: $40,000–$45,000 annually. A guaranteed floor of $1,000 per month is provided for the first six months.

Company

hirify.global is a financial services company providing insurance, retirement, investment, and employee benefits solutions to customers across North America and worldwide through its parent company, Aegon.

What you will do

• Provide general product information and retirement guidance to customers by phone and email.
• Explain retirement product options, account rollovers, and Brokerage Individual Retirement Accounts.
• Meet training-program production goals, including activity, appointments, and new accounts.
• Learn financial products, systems, regulations, compliance requirements, and financial planning tools.
• Document customer activities in Salesforce and other CRM systems.
• Support the Advice Center sales team while developing toward a fully licensed advisor role.

Requirements

• Bachelor’s degree in a business-related field or equivalent experience.
• At least one year of experience in the financial services industry and basic knowledge of financial products.
• Strong customer service, interpersonal, listening, written, oral communication, and presentation skills.
• Proficiency with Microsoft Office.
• FINRA Series 6 or 7 and Series 63 are required for approval to do business in all states.
• FINRA Series 65 must be held or obtained within six to 12 months; Life and Health licenses are required within 60 days of hire.

Nice to have

• Life license.
• Experience with Salesforce.com and digital financial advice platforms.

Culture & Benefits

• Full-time employment with a collaborative, inclusive environment focused on work-life balance and personal accountability.
• Annual bonus eligibility at a discretionary rate of 5% and possible sales commissions.
• Pension plan, 401(k) match, employee stock purchase plan, and tuition reimbursement.
• Medical, dental, vision, disability, and employee assistance benefits.
• At least 160 hours of paid time off in the first year, ten paid holidays, and paid parental leave for eligible employees.
• Career training, wellness programs, employee resource groups, adoption assistance, and volunteer benefits.