Inbound Life & Long-Term Care Sales Assistant (Insurance)

Location: Saint Petersburg, Florida, United States; hybrid workstyle

Company

hirify.global provides financial services and supports financial advisors with insurance and long-term care planning solutions.

What you will do

• Respond to inbound phone, email, and digital inquiries from financial advisors about life insurance and long-term care solutions.
• Conduct initial needs assessments, gather client information, qualify opportunities, and schedule appointments.
• Support case preparation, illustrations, proposals, presentations, applications, and underwriting documentation.
• Track opportunities and follow-up activities in CRM and contact management systems.
• Provide product education and resolve advisor inquiries, escalating complex issues when necessary.
• Prepare reports, maintain digital records, and follow privacy, regulatory, and company requirements.

Requirements

• High school diploma or equivalent required; an associate or bachelor's degree is preferred.
• At least 2 years of experience in customer service, sales support, insurance, financial services, or a related field.
• Strong verbal and written communication, organization, time management, attention to detail, and follow-through.
• Proficiency with Microsoft Office Suite, including Outlook and Excel, and CRM systems.
• Ability to manage multiple priorities in a fast-paced environment and collaborate effectively.
• Ability to obtain a Life and Health Insurance License within six months of hire.

Nice to have

• Experience with life insurance, long-term care insurance, disability income insurance, or annuity products.
• Familiarity with underwriting and new business processes.
• Experience working with financial advisors, insurance agents, or brokerage general agencies.
• Direct interaction with financial professionals or securities industry experience.

Culture & Benefits

• Hybrid workstyle with less than 25% travel.
• Management coaching, team support, formal training, and self-directed learning during the first 3 to 6 months.
• Potential benefits include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, and parental leave.
• People-first culture focused on client service, integrity, collaboration, accountability, and continuous improvement.