FINRA Certified - Call Center Supervisor (Financial Services)

Location: Fully remote within the United States; flexibility may be required to support different time zones or business needs.

Company

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

What you will do

• Supervise, coach, and develop Customer Service Representatives supporting insurance and financial services operations.
• Monitor KPIs, quality assurance metrics, call evaluations, and overall service performance.
• Develop customer service strategies, policies, and procedures to improve operational efficiency and service quality.
• Provide training and mentorship on compliance, systems, and product knowledge.
• Resolve complex customer escalations and collaborate cross-functionally to deliver a consistent customer experience.
• Maintain accurate CRM documentation and data integrity while tracking regulatory and product updates.

Requirements

• Bachelor’s degree in Business Administration, Finance, or a related field, or equivalent experience.
• 3–5 years of customer service experience, preferably in insurance, banking, or financial services.
• Proven experience leading, coaching, and developing teams in a high-volume environment.
• Strong knowledge of financial services regulations, FINRA compliance, securities regulations, and audit controls.
• Active FINRA licenses, such as SIE, Series 6 and/or 7, and Series 63 and/or 65/66, must be maintained and renewed in good standing.
• Strong communication, interpersonal, problem-solving, prioritization, Microsoft Office, and CRM skills.

Culture & Benefits

• Fully remote work within the United States.
• Flexibility to support different time zones and business needs.
• Work model combining flexibility with an emphasis on strong connections, community, and in-person collaboration.
• Inclusive environment supporting wellbeing, productivity, individual work styles, and life circumstances.