Licensed Client Service Administrator (Securities and Insurance)

Location: Remote for candidates residing in the Central Time Zone, or onsite at the Manhattan or Council Grove, Kansas offices.

Compensation: $24–28, depending on active licensure and experience.

Company

hirify.global provides financial products and services; the role supports Flint Hills Group and is employed by Flint Hills Group.

What you will do

• Research client account inquiries, track pending business, provide fund values, and communicate with clients about financial matters.
• Manage and process death claims, documentation, correspondence, reports, applications, and other administrative workflows.
• Accept and enter unsolicited securities trade orders and support securities, investment advisory, insurance, variable insurance, and annuity transactions within applicable licensing limits.
• Explain insurance coverage, analyze exposures or contracts, and issue insurance certificates, endorsements, binders, commitments, or contracts when authorized.
• Update client contact and preference information, assist with client meetings and follow-up, and support product changes with Financial Advisors and financial associates.
• Conduct research, gather customer financial information, maintain confidential records, and collaborate with internal roles and external organizations.

Requirements

• Current securities registration is required: Series 7/66, 7/63/65, or 6/63/65.
• Insurance licensing and appointment are required. Securities registration and insurance licensing or appointment must cover every state where activities requiring licensing or registration are performed.
• Completion of required Long-Term Care training is mandatory for each state where support work is conducted.
• Appropriate licensing, appointment, and registration for variable products are required if working with variable insurance or annuities.
• Demonstrated customer service orientation or experience; 2+ years is preferred.
• Strong computer aptitude and knowledge of Microsoft Word, Excel, and PowerPoint, or the ability to learn these tools.
• Ability to manage multiple tasks and maintain high-quality work during frequent interruptions.
• Ability to protect sensitive and confidential information.
• Basic understanding of hirify.global Financial products and services.
• Ability to work with all Flint Hills Group roles, represent the organization with external clients, and cultivate relationships with outside organizations.

Nice to have

• Previous administrative or secretarial experience.
• At least 2 years of customer service experience.

Culture & Benefits

• 1099 contractor position.
• Remote work is available for candidates residing in the Central Time Zone.
• Onsite work is available at the Manhattan or Council Grove, Kansas offices.
• All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy.
• Background verification and fingerprint submission to the FBI are required as part of the FINRA registration process.