Defined Contribution Customer Solutions Specialist (Retirement Plans)

Location: Virtual role based in North Carolina, United States; occasional travel to a physical office may be required.

Salary: USD 50,000–60,000 per year.

Company

hirify.global provides health, wealth, wellbeing, navigation, and absence-management solutions that help clients build healthier and more financially secure workforces.

What you will do

• Handle inbound calls and provide financial education to retirement plan participants.
• Answer complex questions about investment options, payment options, distributions, loans, and plan rules.
• Guide participants toward appropriate tools and services for qualified and non-qualified retirement benefits.
• Work independently to research and troubleshoot issues and develop solutions.
• Process transactional support for plan participants.

Requirements

• FINRA SIE Certification; ability to obtain FINRA Series 6 and Series 63 licenses within six months of hire.
• Experience with Defined Contribution or Qualified Plans, plus customer service and/or financial services experience.
• Analytical problem-solving skills and ability to troubleshoot basic technical problems.
• Strong attention to detail, accuracy, and personal accountability.
• Ability to work in a high-pressure environment with seasonal high volume.
• Conceptual thinking skills for identifying patterns, applying concepts, and clarifying complex information.
• Confidence and resilience during difficult interactions, with the ability to ask probing questions and use data to guide and influence customers objectively.
• Active listening skills to understand articulated and unarticulated customer needs.
• Applicants must have work authorization in the United States that does not now or in the future require visa sponsorship.

Culture & Benefits

• Virtual work arrangement with a flexible-work culture; occasional travel to a physical office may be required.
• Health, dental, and vision coverage from day one.
• Retirement plans with contribution matching, generous time off, and parental leave.
• Wellbeing programs, continuing education, training, and career growth opportunities.
• Video interviews are required, with cameras on.
• Employment offers are contingent on successfully completing applicable background checks.

Hiring process

• Complete virtual interviews by video with the camera on.
• Successful applicants must complete the background checks required for the position, which may include identity, education, employment, criminal, sanctions, credit, or drug screening.