FINRA Certified - Call Center Support Representative (Financial Services)

Location: Remote within the United States; work schedule aligned with CST, Monday–Friday between 7:00 AM and 8:00 PM

Company

hirify.global delivers enterprise technology, software, managed infrastructure, application modernization, and industry-specific solutions, including insurance platforms and business process services.

What you will do

• Provide inbound contact center support for complex customer inquiries and escalate issues when appropriate.
• Research and resolve client requests while maintaining service standards and regulatory compliance.
• Perform account updates, maintenance, transaction processing, data entry, and document matching.
• Process incoming and outgoing mail for multiple clients according to established service level agreements.
• Manage escalations, service recovery, customer feedback reviews, and remediation activities.
• Participate in quality assurance reviews, continuous improvement initiatives, and operational support including training or mentoring less experienced team members.

Requirements

• High school diploma or GED.
• At least 2 years of customer service experience in a call center environment.
• Life insurance experience is required.
• Experience in financial services, investment services, insurance, or banking environments where FINRA certification was required.
• FINRA Series 6 or Series 7 license required at the time of hire; current registration or registration within the two-year U5 FINRA window and good standing is accepted.
• Ability to work an 8-hour shift between 7:00 AM and 8:00 PM CST, Monday–Friday.

Nice to have

• Experience working across multiple organizational teams and stakeholders.
• Familiarity with contact center technology, phone systems, help desk software, and document processing tools.
• Strong analytical, problem-solving, communication, and customer engagement skills.
• Ability to work independently and manage multiple priorities.
• Lean or Six Sigma certification or experience.

Culture & Benefits

• Remote work within the United States.
• Company-provided equipment for a home office setup.
• Focus on inclusive collaboration, wellbeing, productivity, and individual work styles.
• Equal opportunity employment and disability accommodation support.