FINRA Certified - Call Center Support Representative

Location: Remote within the United States; Monday–Friday schedule between 7:00 AM and 8:00 PM CST, with 8-hour shifts.

Company

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

What you will do

• Provide inbound contact-center support for complex customer inquiries and escalate issues when necessary.
• Research and resolve client requests while meeting service and regulatory compliance standards.
• Process account updates, maintenance activities, financial transactions, mail, data entry, and document matching.
• Maintain accurate customer records and support service recovery, escalation management, and Voice of the Customer remediation.
• Collaborate with customers, management, and cross-functional teams to improve service quality and operational workflows.
• Support daily operations, mentoring, continuous improvement initiatives, and QA reviews for FINRA-regulated transactions.

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 the time of hire; candidates must be currently registered or within the 2-year U5 FINRA window and in good standing.

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.
• Strong analytical, problem-solving, communication, and customer-engagement skills.
• Ability to work independently and manage multiple priorities.
• Lean or Six Sigma certification or experience.

Culture & Benefits

• Remote work within the United States.
• Company-provided equipment for a home-office setup.
• Inclusive work environment focused on collaboration, wellbeing, productivity, and flexibility.
• Equal employment opportunity and disability accommodation support.