Investment Sales Support Senior Specialist (Investment Products)

Location: Milwaukee, WI Corporate, United States

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

Company

hirify.global is a financial services company focused on helping clients with financial planning, insurance, and investment products.

What you will do

• Provide inbound phone consultations, education, and training on annuity and investment products within financial planning concepts.
• Advise financial representatives on taxes, retirement planning, investments, educational planning, and product selection.
• Analyze prospect statements and competing products to provide consultative, needs-based guidance.
• Serve as a subject matter expert in one product line while maintaining proficiency across other products and business topics.
• Resolve complex cases, support team learning and coaching, and contribute to knowledge-sharing initiatives.
• Monitor product updates, competition, regulatory policy changes, and financial planning best practices.

Requirements

• Bachelor's degree in business, finance, marketing, or a related field is desired.
• At least two years of experience in a financial services environment, with knowledge of financial services, products, and financial planning.
• FINRA Series 7 is required or must be obtained within three months of hire; FINRA SIE is also listed.
• Knowledge of investment products, financial markets, financial planning, and relevant financial-sector regulations.
• Ability to explain financial concepts clearly, consult with stakeholders, persuade effectively, and collaborate across teams.
• Fingerprinting is required because the position is classified as a Registered Representative under NMIS guidelines.

Nice to have

• Previous experience as a hirify.global financial representative.
• Experience with competitive benchmarking and best-in-class product or process comparisons.

Culture & Benefits

• Full-time employment with a transparent compensation structure.
• Opportunity to develop expertise across annuity, brokerage, and advisory products.
• Focus on advisor engagement, cross-functional collaboration, coaching, and knowledge sharing.
• Equal-opportunity workplace supporting creative ideas, professional challenges, and leadership development.