Registered Client Care Services Rep (AMO) (S6/63 or S7 & 63) (Finance)

Location: Remote, associated with Milwaukee, WI Corporate and US geographic pay structures

Salary: $21.77–$32.66

Company

hirify.global provides financial products and client services, with client interests at the center of its operations.

What you will do

• Provide personalized service to clients and Financial Representatives in a registered call center environment.
• Support Universal Life, Variable Universal Life, and other advanced product lines.
• Resolve policy, investment, transactional, and servicing inquiries, including complex cases.
• Research root causes, apply judgment, and identify actionable solutions when procedures require deviation.
• Educate clients and field partners on digital tools, self-service options, and servicing capabilities.
• Manage high-volume phone and transactional work while maintaining confidentiality, privacy, compliance, and accuracy.

Requirements

• Associate degree in business or a related field, or equivalent education and experience.
• At least two years of customer service experience.
• FINRA licensing: Series 6 or Series 7 and Series 63; SIE, Series 6, and Series 63 are listed for the registered representative classification.
• Understanding of investment or income-related financial products, such as VA, VL, VUL, retirement, or business products.
• Basic awareness of tax implications related to transactions.
• Strong communication, organization, prioritization, multitasking, problem-solving, computer, and keyboarding skills.

Culture & Benefits

• Focus on client interests, service quality, confidentiality, privacy, and risk mitigation.
• Support for continuous learning, skill development, and process improvement.
• Work in a full-time remote role with changing priorities and business demands.
• Equal opportunity workplace committed to an inclusive environment and employee contributions.