Licensed Customer Service Rep (Finance)

Location: Remote nationwide within the United States; corporate location listed as Milwaukee, Wisconsin.

Salary: $21.77–$32.66

Company

hirify.global provides financial and investment-related products and client services.

What you will do

• Support clients and Financial Representatives with investment-related questions, servicing options, and transactions in a call center environment.
• Process basic, intermediate, and increasingly complex inquiries while researching root causes and resolving deviations from standard procedures.
• Take ownership of client calls, de-escalate challenging situations, and prevent repeat contacts or unnecessary transfers.
• Navigate multiple systems, connect processes to outcomes, and promote digital self-service capabilities.
• Follow confidentiality, privacy, risk-awareness, and transaction-processing standards.
• Support continuous improvement by helping develop processes and provisions for evolving business needs.

Requirements

• Associate degree in business or a related field, or an equivalent combination of education and experience.
• At least two years of related customer service experience.
• Advanced understanding of investment or income products and markets, including VA, VL, VUL, retirement, or business markets.
• Basic understanding of tax implications and strong written and verbal communication skills.
• Ability to manage high call volumes or caseloads accurately, multitask, prioritize, and solve problems effectively.
• Registered Representative classification requiring fingerprinting and FINRA Series 6, Series 63, and SIE credentials; the title also references Series 7/63.

Culture & Benefits

• Full-time employment within the Client Services Operations organization.
• Focus on client interests, professional service, operational excellence, and continuous learning.
• Equal opportunity workplace supporting diverse perspectives and employee development.
• Geographic-specific pay structures may apply in California, New York City, and other eligible locations.