Transition Specialist (Insurance)

Location: Dallas, TX, United States

Company

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

What you will do

• Act as the primary contact for new representatives and advisors throughout the onboarding and transition process.
• Coordinate with internal departments and business partners to create training schedules and deliver a smooth transition.
• Help advisors prepare account-transfer form packets, review submissions for accuracy and completeness, and route them for processing.
• Support broker-dealer change requests and maintain tracking systems for new recruits and transitioning accounts.
• Update forms across locations, websites, and workflow systems.
• Maintain and file U-4 and U-5 information, insurance licenses, and annual state reports.

Requirements

• Associate's degree and one to three years of related experience or training, or an equivalent combination.
• Strong technical knowledge and advanced understanding of SEC, FINRA, MSRB, and state securities regulations.
• Excellent written and verbal communication, analytical ability, attention to detail, and risk-assessment skills.
• Ability to work independently, collaborate with teams, communicate with all levels of management, and maintain confidentiality.
• FINRA Series 7 required within the first six months of employment; Series 24 required within 12 months.

Culture & Benefits

• Medical, dental, and vision insurance.
• 401(k) retirement plan and FSA/HSA options.
• Paid holidays, PTO, and community service PTO.
• Life insurance and short-term and long-term disability coverage.
• People-first, family-like environment within a hyper-growth insurtech company.