Representative, Solutions Center - Financial Services

Location: Hybrid in Grandview Heights, Ohio, or Scottsdale, Arizona, with two required in-office days per week after training; some positions may be eligible for fully remote work within the United States. Work schedules may include Eastern Time hours and rotational Saturdays.

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

Company

hirify.global is a Fortune 100 financial services and insurance company providing life, annuity, retirement, and protection solutions.

What you will do

• Handle inbound calls from members, plan sponsors, investment professionals, and other customers.
• Answer questions about financial products, plans, fees, accounts, contracts, and regulatory requirements.
• Process policy and account requests, analyze problems, and resolve issues or coordinate escalations.
• Educate customers about tax implications, penalties, surrender charges, death benefits, lifetime income, and capital preservation.
• Document customer conversations, apply product updates, and identify opportunities to provide consultative support.
• Follow FINRA requirements, company policies, plan documents, and applicable state and local laws.

Requirements

• High school diploma or equivalent.
• At least one year of experience in customer service or sales-related work.
• Knowledge of insurance products, sales processes, and relevant legal and regulatory requirements.
• Strong verbal and written communication skills and proficiency with computers and common office software.
• Required licenses may include SIE and Series 6; applicable licenses must be obtained within 170 days of employment. hirify.global provides study time, materials, coaching, and exam-fee support.
• 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.
• FINRA Series 6 or Series 63 license.
• ChFC, CLU, or another industry designation.

Culture & Benefits

• Approximately five to six weeks of paid training with classroom instruction, job shadowing, systems practice, and guided customer interactions.
• Hybrid work with company-provided equipment; eligible roles may support work from home.
• Medical, dental, vision, life, and disability coverage.
• Paid time off, holidays, company-paid pension plan, and 401(k) with company match.
• Educational assistance, insurance discounts, and career development meetings with leadership.