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13 часов назад

Licensed Financial Services Representative (Fintech)

28 - 31$
Формат работы
remote (только USA)/onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Licensed Financial Services Representative (Fintech): Guiding clients through financial conversations and resolving complex service needs by phone with an accent on licensed expertise, clear communication, and empathetic problem-solving. Focus on building client trust, addressing account needs accurately, and supporting service delivery across daytime, evening, overnight, and weekend shifts.

Location: Phoenix, Arizona, United States. The 24-week training program is on-site from 8:00 a.m. to 4:30 p.m., Monday through Friday. After training, assigned shifts may include evenings, overnight hours, and weekends; qualifying evening, overnight, and weekend shifts may offer fully remote work, while some weekday shifts remain in office.

Salary: USD $28.37–$31.97 per hour. Starting compensation is also listed as $59,000–$66,500 annually, depending on related experience, plus an annual bonus opportunity of 10% of base pay.

Company

hirify.global provides financial services and supports clients with investment and financial-future needs.

What you will do

  • Guide clients through meaningful financial conversations by phone.
  • Listen actively, understand client needs, and resolve complex service issues.
  • Provide accurate information and empathetic guidance to deliver a strong client experience.
  • Build client confidence and strengthen long-term relationships based on trust.
  • Partner with teammates, advocate for client needs, and adapt to changing business requirements.

Requirements

  • Active FINRA Series 7 and Series 63 licenses.
  • Strong client-service orientation and the ability to build trust through clear communication.
  • Confident problem-solving, accuracy, thoroughness, and empathy in client interactions.
  • Ability to work as part of a supportive team and respond constructively to feedback.
  • Availability for on-site weekday training in Phoenix from 8:00 a.m. to 4:30 p.m. for 24 weeks.

Nice to have

  • Previous customer service or client relationship experience.
  • Bachelor’s degree or higher.

Culture & Benefits

  • Collaborative environment focused on continuous learning, professional growth, and career mobility.
  • 401(k) with company match and employee stock purchase plan.
  • Health, dental, and vision insurance.
  • Paid vacation, volunteering time, parental leave, and family-building benefits.
  • Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.

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