Annuity New Business Coordinator (Annuity Operations)

Location: Bethlehem, Pennsylvania, United States; hybrid schedule with three days in the office and two days working from home. Ability to come to campus at any time is required.

Salary: $59,110–$88,660 annually, plus potential incentive compensation.

Company

hirify.global provides insurance and financial services, with a focus on supporting customers, advisors, and colleagues through ethical and inclusive practices.

What you will do

• Coordinate and track annuity new business from receipt through issuance, ensuring accurate and timely completion.
• Monitor application status across systems and follow up with internal teams, distributors, partners, and Financial Advisors.
• Resolve complex annuity inquiries, escalate issues, and recommend solutions that prevent delays and rework.
• Maintain procedures, job aids, checklists, and field-facing training materials in line with regulatory and operational changes.
• Identify process improvements, provide analytics and trend feedback, and define requirements for operational enhancements.
• Partner with Product Management, Compliance, Learning & Development, and leadership on product launches, system testing, training, and change management.

Requirements

• At least four years of financial services or annuity operations experience.
• Bachelor’s degree.
• Strong organizational, written, interpersonal communication, analytical, and decision-making skills.
• Ability to manage multiple business processes, apply controls, and maintain regulatory adherence.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Must be legally authorized to work in the United States without current or future employer sponsorship.

Nice to have

• FINRA Securities license, such as Series 6 or Series 7.

Culture & Benefits

• Hybrid work arrangement with eligibility for two work-from-home days each week.
• Full-time employees are eligible for company benefits.
• Professional development through skill-building, leadership development, and career planning.
• Opportunities to participate in philanthropic initiatives and community-building activities.
• Ten percent travel to a Guardian work location may be required, as determined by the manager.