Financial Services Associate (Life Insurance & Wealth Management)

Location: Downtown Austin, Texas; in-office presence required Monday-Friday

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with an insurtech focus, supporting independent agents and their clients nationwide.

What you will do

• Rotate through marketing, sales, case management, finance and accounting, annuities, advanced markets, new business, sales operations, underwriting, broker-dealer, and wealth management functions.
• Complete department-specific projects and contribute to cross-functional business initiatives.
• Support client interactions, relationship management, research, analysis, documentation, and record-keeping.
• Learn policy processing, financial products, CRM optimization, pipeline analytics, risk assessment, compliance, and holistic planning.
• Complete the curriculum for life insurance and securities licenses sponsored by the company.
• Visit local Lion Street firms and work with advisors to understand the business.

Requirements

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Strong interest in the life insurance industry and eagerness to learn.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a team-oriented environment.
• Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
• Strong analytical and problem-solving abilities.

Culture & Benefits

• Medical, dental, and vision benefits.
• 401(k) with company match when eligible.
• Generous paid time off and holiday schedule, including extra time off for community service and birthdays.
• Professional development, training, mentorship, and career growth opportunities.
• Company sponsorship for securities and life insurance licenses.
• Collaborative, creative environment focused on learning and professional growth.