FINRA Certified - Call Center Support Representative (Financial Services)

Location: Nashville, Tennessee, United States. Work follows Monday–Friday 8-hour shifts scheduled between 7:00 AM and 8:00 PM CST. Company-provided equipment supports a home office setup.

Company

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

What you will do

• Provide inbound contact center support for complex customer inquiries and escalate cases when appropriate.
• Process account updates, maintenance requests, financial transactions, data entry, and document matching.
• Research and resolve client issues while maintaining accurate account histories and meeting service-level agreements.
• Process incoming and outgoing mail for multiple clients.
• Support escalation management, service recovery, Voice of the Customer 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 where FINRA certification was required.
• FINRA Series 6 or Series 7 license required at hire; candidates must be currently registered or within the 2-year U5 FINRA window and in good standing.
• Strong communication, customer engagement, analytical, problem-solving, and prioritization skills.

Nice to have

• Experience working with multiple organizational teams and stakeholders.
• Familiarity with contact center technology, phone systems, help desk software, and document processing tools.
• Lean or Six Sigma certification or experience.

Culture & Benefits

• Company-provided equipment for the home office.
• Work model supports in-person collaboration while offering flexibility for different work styles and life circumstances.
• Inclusive environment focused on strong connections, community, wellbeing, and productivity.