FINRA Certified - Call Center Support Representative (Financial Services)

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

Salary: $31,800–$54,600 per year.

Company

hirify.global delivers enterprise technology, managed infrastructure, application modernization, industry-specific software, and AI-driven solutions, including insurance platforms for policy administration, claims, billing, analytics, and digital engagement.

What you will do

• Provide inbound contact-center support for complex customer inquiries, resolving requests or escalating cases appropriately.
• Perform account updates, maintenance, transaction processing, data entry, and document matching while maintaining accurate records.
• Process and distribute incoming and outgoing mail for multiple clients according to established SLAs.
• Manage escalations, service recovery, Voice of the Customer feedback, and remediation activities.
• Collaborate with customers, management, and other teams to improve service quality and operational workflows.
• Support daily operations, training and mentoring, and QA reviews of FINRA-regulated transactions involving variable investment products.

Requirements

• High school diploma or GED.
• At least 2 years of customer service experience in a call-center environment.
• Required experience in life insurance.
• Experience in financial services, investment services, insurance, or banking environments 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.
• Must be located in the United States and able to work the specified CST schedule.

Nice to have

• Experience working across 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 with company-provided equipment for a home-office setup.
• Health, dental, and vision insurance.
• Employee wellness, life and disability insurance, and a retirement savings plan.
• Paid holidays and paid time off.
• Inclusive work environment focused on collaboration, flexibility, wellbeing, and different work styles.