Associate (Financial Services)

Location: Remote; must reside in the Pacific, Mountain, or Central Time Zone

Compensation: $70,000–$100,000 total compensation, including a base revenue package and potential commission.

Company

hirify.global provides financial, investment advisory, securities, insurance, and member support services through Financial Advisors.

What you will do

• Provide licensed financial and non-financial support to Financial Advisors and serve hirify.global members, customers, and their families.
• Advise prospective and current members on suitable securities, investment advisory, insurance, and annuity products.
• Research funds and suitability information, conduct due diligence, and support securities product recommendations.
• Open product applications, accept and enter securities trade orders, and issue insurance documents and contracts.
• Prepare for and support member meetings, seminars, workshops, marketing activities, and business planning.
• Handle sensitive communications and maintain relationships with members, external organizations, and Financial Advisors.

Requirements

• Must hold securities registration through Series 7 and 66 or Series 6 and 63.
• Must be appropriately insurance licensed and appointed to sell life, health, and variable products.
• Must be securities registered and insurance licensed in every state where support work will be performed.
• Customer service experience is required; two or more years is preferred.
• Ability to manage multiple tasks, maintain quality during frequent interruptions, and protect confidential information.
• Previous administrative or secretarial experience and familiarity with financial products and services are preferred.

Nice to have

• Willingness to complete state training for Long-Term Care products when required.
• Previous administrative or secretarial experience.

Culture & Benefits

• Remote work within the Pacific, Mountain, or Central Time Zone.
• Compensation combines a base revenue package with potential commission.
• Work involves collaboration with Financial Advisors and external organizations.
• Background verification and fingerprint submission to the FBI are required for FINRA registration.