Service Professional (Annuities)

Location: Remote - United States; shifts are scheduled between 8am ET and 6pm ET, Monday through Friday.

Salary: $48,000–$52,000 per year

Company

hirify.global provides life insurance, annuities, wealth management, and institutional asset management services to financial professionals and their clients across the United States.

What you will do

• Manage inbound inquiries from policyholders, beneficiaries, clients, and financial professionals.
• Listen to concerns, provide empathetic support, explain life insurance and annuity products, and recommend appropriate solutions.
• Investigate routine issues, process financial and non-financial transactions, and document records accurately.
• Navigate multiple administration systems, workflow tools, and imaging resources to obtain and record information.
• Advocate for policyholders, escalate complex issues, and follow up through resolution.
• Contribute to process improvements, training, project teams, internal controls, and service performance goals.

Requirements

• High school diploma or equivalent.
• 1–3 years of customer service experience in life insurance, annuities, or financial services.
• Experience with life insurance or annuity products and contact-center customer service.
• Strong verbal and written communication, analytical, organizational, problem-solving, and attention-to-detail skills.
• Ability to manage multiple tasks, adapt to change, work under pressure, meet deadlines, and collaborate with others.
• Working knowledge of Microsoft Office products, including Excel, Word, and Outlook.

Nice to have

• FINRA Series 6 license.
• Bachelor’s degree or higher.
• LOMA or other industry certifications.
• Experience with Five9 systems.
• Spanish proficiency may be required for some roles.

Culture & Benefits

• 100% remote work model.
• Focus on high-quality, empathetic, and trusted customer service.
• Training programs, regulatory education, and opportunities for continuous improvement.
• Collaborative work environment with opportunities to participate in project teams.
• Employment with a company serving financial professionals and clients for over 175 years.