Rep Relationship Manager (Insurtech)

Location: SSC - Dallas, TX; onsite role

Company

hirify.global is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, headquartered in Dallas, Texas.

What you will do

• Manage relationships with new financial representatives from the recruiting process through transition onboarding.
• Deliver customized and on-demand training and education on policies, procedures, and processes to firms joining hirify.global.
• Assist with and lead projects that identify and implement onboarding and transition improvements.
• Coordinate with the hirify.global Recruiting team on updates, status tracking, and proactive follow-up.
• Help develop marketing and related materials for recruiting new advisors to hirify.global Wealth.
• Perform other assigned duties.

Requirements

• Demonstrated alignment with hirify.global's Core Values.
• Excellent written and verbal communication skills, solid customer service experience, and strong attention to detail.
• Ability to prioritize work in a fast-paced environment.
• At least 6 years of direct experience working with a broker-dealer, RIA, or in the insurance industry.
• A bachelor's degree from a four-year college and 6–8 years of related experience and/or training, or 5–7 years of related experience and/or training, or an equivalent combination of education and experience.

Nice to have

• Series 7 and 65/66 licenses.

Culture & Benefits

• Family-like work environment focused on putting people first.
• Professional opportunities within a hyper-growth company.
• Competitive compensation package with benefits for employees and their families.
• Equal opportunity employer committed to reasonable accommodations for qualified individuals with disabilities.