Representative, Solutions Center (Financial Services)

Location: Ohio - Grandview Heights, 1000 Yard Street, H Building

Salary: $46,345–$75,500 per year; expected starting range: $46,345–$60,800 per year.

Company

hirify.global is a Fortune 100 financial services company helping individuals and businesses prepare for and protect their futures.

What you will do

• Respond to calls from investment professionals, plan sponsors, members, and partners about current and legacy financial products.
• Interpret product updates and identify underlying customer needs to provide consultative support.
• Document customer conversations and maintain records that support relationship development.
• Explain tax implications, penalties, surrender charges, death benefits, lifetime income, capital preservation, and plan benefits.
• Analyze issues, resolve inquiries on the first interaction when possible, and escalate complex matters to internal partners.
• Apply FINRA requirements, professional licensing rules, company policies, plan documents, and applicable laws.

Requirements

• Three months of hirify.global Solutions Center experience.
• High school diploma or equivalent.
• At least one year of experience in customer service or sales-related work.
• Knowledge of insurance products, sales processes, applicable state and local laws, and FINRA regulations.
• Excellent verbal and written communication skills and proficiency with computers and common office software.
• Required federal or state licenses and registrations must be obtained within the timeframe set by the business unit; FINRA Series 6 and/or 63 licenses may be required.

Nice to have

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

Culture & Benefits

• Full-time, non-exempt position in a call center environment with extended periods at a computer and on phone calls.
• 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.
• Inclusive workplace focused on diversity, respect, and equal opportunity.