Solutions Center Representative (Financial Services)

Location: Hybrid role based in Grandview Heights, Ohio; the hired associate must reside within 35 miles of the Columbus location.

Salary: $46,345–$75,500 annually; expected starting range: $46,345–$60,800.

Company

hirify.global is a Fortune 100 financial services and insurance company providing products and services that help individuals and businesses prepare for and protect their future.

What you will do

• Handle incoming calls from investment professionals, plan sponsors, and members regarding products, plans, fees, and contracts.
• Interpret product changes and enhancements across current and discontinued product lines.
• Identify underlying customer needs and provide consultative guidance.
• Document customer conversations and maintain accurate records.
• Educate customers on tax implications, penalties, surrender charges, death benefits, lifetime income, capital preservation, and plan benefits.
• Analyze issues, resolve inquiries whenever possible, and coordinate escalations with internal partners.

Requirements

• High school diploma or equivalent.
• At least one year of experience in customer service or sales-related work.
• Experience with NF ISS Life Solutions Center is required.
• Knowledge of insurance products, sales processes, plan and contract provisions, and applicable state and local laws.
• Ability to comply with FINRA rules, hirify.global policies, plan documents, and licensing requirements.
• This role does not qualify for employer-sponsored work authorization, and hirify.global does not participate in the STEM OPT Extension program.

Nice to have

• Undergraduate degree in finance, business administration, insurance, economics, or communications.
• ChFC, CLU, or another industry designation.
• FINRA Series 6 and/or Series 26 licenses.

Culture & Benefits

• Inclusive workplace focused on customer care, diversity, respect, and professional growth.
• Medical, dental, and vision coverage, life insurance, and short- and long-term disability coverage.
• Paid time off, nine paid holidays, Lifetime paid time off, and Unity Day paid time off.
• 401(k) with company match and a company-paid pension plan.
• Call center working environment with extended periods at a computer and on the phone.