Sales Desk Assistant (Retirement)

Location: Denver, Colorado, United States; hybrid office environment

Salary: $24.00 per hour, plus potential eligibility for a 6% annual bonus.

Company

hirify.global is an international financial services provider offering insurance, retirement, investment, and employee-benefit solutions.

What you will do

• Support internal and external wholesalers, relationship managers, divisional leaders, channel heads, and financial partners.
• Coordinate marketing materials, sales supplies, mailing campaigns, inventory, and fulfillment activities.
• Handle pre- and post-sale business resolution, follow-up, licensing support, agent appointments, and NAIC suitability training.
• Prepare divisional and channel sales activity reports and maintain accurate Salesforce information.
• Create, assemble, and ship hypothetical illustrations and presentations to representatives.
• Provide concierge support by collecting information, completing sales applications and paperwork, and assisting with order entry.

Requirements

• High school education or GED equivalent.
• Willingness to obtain Series 6 and Series 63 securities licenses within 18 months of hire.
• Willingness to obtain a resident-state Life Insurance license within 18 months of hire.
• Resourceful, well organized, and able to contribute proactively to team and company goals.
• Previous financial services experience is preferred.
• Knowledge of Microsoft Office, Outlook, Word, or Excel is preferred.

Culture & Benefits

• Collaborative environment focused on professional development and career progression toward client-facing and consultative roles.
• Licensing support for SIE, Series 6, Series 63, and Life Insurance credentials.
• Pension plan, 401(k) match, employee stock purchase plan, tuition reimbursement, and insurance coverage.
• Paid time off starting at 160 hours annually in the first year and ten paid holidays per year.
• Paid parental leave, adoption assistance, backup care, wellness programs, employee assistance, and volunteer PTO.
• Career training, employee resource groups, inclusion programs, recognition programs, and referral bonuses.