Representative, Solutions Center - Financial Services (Remote)

Location: Hybrid in Grandview Heights, Ohio, or Scottsdale, Arizona, with two required in-office days per week after training; certain positions may qualify for fully remote work. The position may be filled within the lower 48 U.S. states. Training and operating hours are aligned with Eastern Time.

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

Company

hirify.global is a Fortune 100 financial services and insurance company serving individuals, businesses, customers, plan sponsors, and investment professionals.

What you will do

• Handle inbound calls from members, plan sponsors, and investment professionals about Life, Annuity, and Retirement Solutions products.
• Process policy and account requests, analyze issues, and provide first-contact resolution or coordinate escalations.
• Interpret product changes, plan requirements, fees, and regulatory information to identify and address customer needs.
• Educate customers about tax implications, penalties, surrender charges, death benefits, lifetime income, and capital preservation.
• Document customer interactions and follow procedures supporting relationship management and compliance.
• Participate in problem-solving meetings, team huddles, and monthly development discussions with leadership.

Requirements

• High school diploma or equivalent.
• At least one year of customer service or sales-related experience.
• Knowledge of insurance products, sales processes, applicable state and local laws, and FINRA requirements.
• Strong verbal and written communication skills and proficiency with computers and common office software.
• Required federal or state licenses and registrations must be obtained within the business unit's designated timeframe; applicable roles may require SIE and Series 6 licenses within 170 days of employment.
• Ability to work the assigned hybrid schedule in the United States, including two in-office days per week, or qualify for an approved fully remote arrangement.

Nice to have

• Undergraduate degree in finance, business administration, insurance, economics, or communications.
• FINRA Series 6 or Series 63 licenses.
• ChFC, CLU, or other industry designations.

Culture & Benefits

• Five- to six-week training with classroom instruction, job shadowing, systems practice, and guided customer interactions.
• Training and operating schedules generally fall between 8:00 a.m. and 8:00 p.m. Eastern Time, with some teams operating until 11:00 p.m.; rotational Saturdays may be required.
• Equipment is provided for office and approved work-from-home arrangements; remote work requires a direct Ethernet connection.
• Benefits include medical, dental, vision, life and disability insurance, paid time off, paid holidays, 401(k) matching, a company-paid pension, educational assistance, and insurance discounts.
• hirify.global provides paid study time, materials, coaching, and exam fees for applicable licensing requirements.

Hiring process

• Applications are anticipated to be accepted until October 16, 2026, subject to earlier closure.
• Required licensing, when applicable, is completed after hire with hirify.global-provided support.