Analyst, Global Client Group (Financial Institutions Group) (Insurance)

Location: Charlotte, United States; hybrid work arrangement

Company

hirify.global provides investment solutions and advisor services through global client distribution channels.

What you will do

• Develop expertise in investment solutions, advisor services, insurance clients, and distribution partnerships.
• Make outbound sales calls to existing and prospective clients to strengthen relationships and create opportunities.
• Support partner firms' internal wholesalers with client service, updates, training, and content management.
• Work with Regional Directors on client relationship management, sales, and prospecting activities.
• Use CRM, analytical, reporting, and relationship management tools to manage contacts, activity, and metrics.
• Prepare weekly, monthly, and quarterly reports, performance materials, and standard or bespoke presentations for institutional clients, consultants, and service providers.

Requirements

• Bachelor's degree with a GPA of 3.0 or higher.
• 1–2 years of experience in the financial services industry, including internships.
• Strong written and verbal communication, quantitative problem-solving, and computer skills, including Excel and Word.
• Ability to work independently and collaboratively in a results-driven environment.
• SIE, Series 7, and Series 63/66 licenses are required and must be obtained within the first 12 weeks of employment.
• This role is not eligible for immigration sponsorship.

Nice to have

• Background in financial services or the insurance industry.

Culture & Benefits

• Comprehensive benefits for employees and their families.
• Educational initiatives supporting career development.
• Some travel may be expected.