Life & Retirement Advocate I (Financial Services)

TL;DR

Life & Retirement Advocate I (Financial Services): Processing life and retirement transactions and supporting clients and field sales teams with an accent on operational accuracy, regulatory compliance, and service quality. Focus on learning multiple administration systems, resolving operational needs, and improving workflows across life and retirement operations.

Location: Springfield, Illinois, United States; hybrid working arrangement.

Salary: $18.80–$25.43 per hour, based on experience and location.

Company

hirify.global is a publicly traded financial services and insurance company serving educators and more than 4,100 school districts nationwide.

What you will do

• Process assigned core and auxiliary life and retirement transactions while meeting quality and service standards.
• Support clients and field sales teams with clear, timely, and professional communication.
• Use administrative systems, document repositories, workflows, and web-based applications to manage operational work.
• Balance multiple priorities, provide service-level updates, and collaborate with internal business partners.
• Identify opportunities to improve processes, workflows, and the customer experience.

Requirements

• High school diploma or GED equivalent required.
• Interest in life insurance, retirement products, and financial services operations.
• Strong written and verbal communication skills.
• Excellent attention to detail, organization, and time-management skills.
• Ability to learn multiple systems, processes, and regulatory requirements while maintaining accuracy and compliance.
• Ability to multitask, prioritize work, and collaborate effectively in a team environment.

Nice to have

• Bachelor’s degree in business, finance, or a related field, or comparable business education and experience.
• Experience or knowledge of life and retirement products, industry practices, and financial services operations.

Culture & Benefits

• Collaborative and flexible team environment.
• Training, professional development, and continuous learning opportunities.
• Work focused on serving educators and supporting their financial goals.
• Equal employment opportunity workplace.