Representative, Solutions Center - Financial Services

Location: Onsite, Monday–Friday at 257 E. Town Street, Columbus, Ohio 43215, United States

Salary: $46,345–$60,800 expected starting annual range; national range of $46,345–$75,500

Company

hirify.global is a Fortune 100 financial services company providing insurance, retirement, investment, and protection solutions for individuals and businesses.

What you will do

• Respond to incoming calls from investment professionals, plan sponsors, members, and partners on retirement products and plans.
• Interpret product updates, plan requirements, fees, regulations, and legacy product servicing needs.
• Identify underlying customer needs and provide consultative guidance on available products and services.
• Explain tax implications, penalties, surrender charges, death benefits, lifetime income, capital preservation, and plan benefits.
• Document conversations accurately and work with internal partners to resolve escalated issues and achieve first-contact resolution.
• Participate in problem-solving meetings, team huddles, and monthly development discussions with leadership.

Requirements

• High school diploma or equivalent required.
• At least one year of experience in customer service or sales-related roles; three months of hirify.global Retirement Solutions Retention experience preferred.
• Knowledge of insurance products, sales processes, plan or contract fundamentals, and applicable state and local laws.
• Strong verbal and written communication skills and proficiency with computers and common office software.
• FINRA Series 6 and/or 63 licenses may be required; required federal or state licenses must be obtained within the designated period.
• Must work onsite Monday–Friday in Columbus, Ohio. This role does not qualify for employer-sponsored work authorization, and hirify.global does not participate in the STEM OPT Extension program.

Nice to have

• Undergraduate degree in finance, business administration, insurance, economics, or communications.
• ChFC, CLU, or another relevant industry designation.

Culture & Benefits

• Call center work environment with extended periods of computer and phone-based work.
• Medical, dental, and vision coverage, life insurance, and short- and long-term disability coverage.
• Paid time off, nine paid holidays, Lifetime paid time off, and Unity Day paid time off.
• 401(k) with company match and a company-paid pension plan.
• Business-casual attire and an inclusive workplace focused on customer care and professional development.