Retirement Planning Consultant I (Retirement Education) (Danbury, CT/Lower NY area)

Location: Work From Home, USA; remote field/travel environment with occasional travel under 10% and possible local travel.

Salary: $66,000–$80,000 annually, plus potential annual bonus.

Company

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

What you will do

• Develop and execute strategies that encourage participants to take action toward fully funded retirement goals and improve plan metrics.
• Build educational relationships with Human Resources, management, and plan participants.
• Conduct group education meetings, workshops, webinars, enrollment meetings, and one-on-one retirement planning sessions.
• Explain plan funds, objectives, performance, and relevant hirify.global products and services.
• Identify asset retention opportunities, open or fund solutions as an investment advisory representative, and refer participants to the hirify.global Advice Center when appropriate.
• Maintain accurate records, support former employees who retain plan assets, collaborate with internal partners, and contribute to retirement education projects.

Requirements

• Bachelor’s degree in a related field or equivalent business experience.
• FINRA Series 6 or 7 license.
• FINRA Series 63 license or the ability to obtain it within six months.
• RPA or CRPC certification, or an approved higher certification such as CFP, CRC, CEBS, ChFC, CIMA, or CRPS; RPA or CRPC may be obtained within 12 months.
• Three years of financial services or related experience.
• Strong communication, interpersonal, presentation, organization, time-management, self-motivation, and technology-learning skills.

Culture & Benefits

• Full-time employment with a comprehensive benefits package.
• Competitive pay, eligible annual bonus, pension plan, 401(k) match, and employee stock purchase plan.
• Medical, dental, vision, disability, and employee assistance benefits.
• Paid time off starting at 160 hours annually in the first year and ten paid holidays per year.
• Tuition reimbursement, career training, wellness programs, parental leave, adoption assistance, and backup care.
• Employee resource groups, inclusion and diversity programs, volunteer PTO, and employee recognition programs.