Customer Service Rep - Remote (Financial Services)

Location: Remote in Arizona, United States

Company

hirify.global provides insurance, investment, and related financial products and services.

What you will do

• Provide prompt, accurate, and courteous support to clients and Financial Representatives by phone, email, and other digital channels.
• Resolve basic and intermediate inquiries and process transactions related to insurance, investments, and other financial products.
• Navigate multiple proprietary and standard software applications while maintaining accurate data entry and case management.
• Apply defined procedures and critical thinking to resolve routine and non-standard client issues.
• Build professional, empathetic relationships with clients and Financial Advisors to improve satisfaction and brand loyalty.
• Participate in training and contribute ideas for process improvements and continuous service enhancement.

Requirements

• Associate’s degree in Business, Finance, or a related field, or an equivalent combination of education and professional experience.
• Exceptional verbal and written communication skills with a customer-focused approach.
• Strong organizational and multitasking abilities in a fast-paced environment.
• Proficiency with modern software packages and multiple complex systems.
• Proactive problem-solving approach, accuracy, adaptability, and commitment to continuous learning.
• Start date: October 5, 2026. The position requires fingerprinting and completion of required forms under NMIS guidelines.

Nice to have

• Spanish-speaking or bilingual communication skills.

Culture & Benefits

• Professional development opportunities and career advancement pathways.
• Inclusive environment focused on collaboration, integrity, and mutual respect.
• Work that supports client satisfaction and financial security.
• Full-time remote work arrangement in Arizona.