Risk Sales Support Senior Specialist (Insurance)

Location: Milwaukee, WI Corporate

Salary: $70,320–$105,480 annually. Geographic-specific pay structures may apply, including $77,360–$116,040 and $80,880–$121,320.

Company

hirify.global provides financial planning and insurance products centered on clients’ financial interests.

What you will do

• Coach and support field advisors through inbound consultations, scheduled sessions, webinars, and live presentations.
• Provide strategic guidance on insurance planning, product selection, client circumstances, and financial goals.
• Analyze prospect information, existing coverage, product options, competitor products, and market conditions.
• Consult on complex insurance scenarios and propose needs-based solutions.
• Serve as a subject matter expert in one insurance product line while maintaining proficiency across additional product areas.
• Deliver product, market, sales, and planning training while supporting team learning and knowledge-sharing initiatives.

Requirements

• Bachelor’s degree in business, finance, marketing, or a related field is desired.
• At least 2 years of experience in a financial services environment, with knowledge of insurance products and financial planning.
• FINRA Series 6 is required or must be obtained within three months of hire.
• Strong consulting, communication, financial product education, and planning skills.
• Knowledge of insurance, markets, economics, financial planning, and relevant insurance-sector regulations.
• This role is classified as a Registered Representative and requires fingerprinting; Series 6 and SIE are listed under FINRA.

Nice to have

• Experience as a hirify.global financial representative.
• Knowledge of two or more insurance products.
• CLU, ChFC, or CFP designation.

Culture & Benefits

• Full-time employment with transparent salary ranges.
• Equal opportunity workplace committed to inclusion and diverse perspectives.
• Opportunities to develop expertise, assume leadership, and contribute to learning initiatives.