Representative, Life Solutions Center

Location: Hybrid in Grandview Heights, Ohio; candidates must live within a 35-mile radius of the office at 1000 Yard Street, 43212. The schedule includes two office days and three remote days each week. Wednesday is required in the office after training.

Salary: $46,345–$60,800 expected starting annual salary range; national range is $46,345–$75,500.

Company

hirify.global Financial is part of a Fortune 100 company serving individuals and businesses with insurance and financial products.

What you will do

• Handle incoming calls from investment professionals, plan sponsors, members, and other customers about financial products, plans, accounts, and fees.
• Interpret product changes and daily communications across current and legacy product lines.
• Identify underlying customer needs and provide consultative explanations of plan and contract features.
• Document customer interactions and use records to strengthen member and partner relationships.
• Analyze issues, resolve inquiries on the first interaction where possible, and coordinate escalations with internal partners.
• Explain tax implications, penalties, surrender charges, death benefits, lifetime income, capital preservation, and plan benefits.

Requirements

• High school diploma or equivalent required.
• At least one year of experience in customer service or sales-related work.
• Knowledge of insurance products, sales processes, applicable state and local laws, and regulatory requirements.
• Strong verbal and written communication skills and proficiency with computers and common office software.
• Required federal and/or state licenses or registrations must be obtained within the designated timeframe. FINRA Series 6 and/or 63 may be required depending on the assigned business line.
• The 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 other industry designations.

Culture & Benefits

• Five-week award-winning training program.
• Hybrid schedule with two office days and three remote days during and after training.
• Paid time off, paid holidays, Lifetime paid time off, and Unity Day paid time off.
• Medical, dental, vision, life insurance, and short- and long-term disability coverage.
• 401(k) company match and company-paid pension plan.
• Educational assistance and exclusive insurance discounts.