Representative, Annuity Solutions Center (Financial Services)

Location: Hybrid role based at 1000 Yard Street, Grandview Heights, Ohio 43212. Candidates must reside within a 35-mile radius. In-office days are Tuesday and Wednesday.

Salary: $46,345–$60,800 expected starting annual salary range; national range $46,345–$75,500. Minimum salary listed: $47,151 ($23.40/hour).

Company

hirify.global is a Fortune 100 financial services and insurance company helping individuals and businesses prepare for and protect their future.

What you will do

• Respond to incoming calls from investment professionals, plan sponsors, members, and other partners.
• Explain and service current and legacy annuity product suites, plan fees, account inquiries, and contract requirements.
• Interpret product changes and identify underlying customer needs to provide consultative guidance.
• Document customer conversations and maintain accurate records to support relationship management.
• Educate customers on tax implications, penalties, surrender charges, death benefits, lifetime income, capital preservation, and plan benefits.
• Analyze problems, resolve issues on the first interaction when possible, and collaborate with internal partners on escalations.

Requirements

• High school diploma or equivalent required.
• Must reside within 35 miles of the Grandview Heights, Ohio office and attend the office Tuesday and Wednesday.
• At least one year of experience in customer service or sales-related work.
• Knowledge of insurance products, sales processes, plan or contract features, and applicable state and local laws.
• Strong verbal and written communication skills, computer proficiency, and familiarity with common office software.
• Required federal or state licenses and registrations must be obtained within the designated timeframe; FINRA Series 6 and/or 63 may be required.

Nice to have

• Undergraduate degree in finance, business administration, insurance, economics, or communications.
• ChFC, CLU, or other industry designations.

Culture & Benefits

• Six-week paid training program, scheduled Monday–Friday from 9:00 AM to 5:30 PM EST.
• Post-training shifts available between 8:00 AM and 8:00 PM EST, Monday–Friday.
• Medical, dental, vision, life insurance, and 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.
• Educational assistance, insurance discounts, and overtime eligibility for non-exempt employees.

Hiring process

• Required licenses or registrations may include a credit check when applicable.
• Career development includes monthly individual meetings with leadership to establish goals and a career path.