Transition Specialist (Insurtech)

Location: Urbandale, Iowa, United States

Company

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

What you will do

• Serve as the primary point of contact for new representatives and advisors throughout the onboarding and transition process.
• Coordinate with business partners and departments to create training schedules and ensure a smooth, timely transition.
• Assist with form packets for moving books of business to hirify.global Wealth and review submissions for accuracy and completeness.
• Support broker-dealer change requests, including tracking and forwarding documentation for processing.
• Create and maintain tracking systems, onboarding procedures, and updated forms across locations, websites, and workflow systems.
• Lead or support projects that improve the onboarding and transition department.

Requirements

• Associate degree or equivalent combination of education and experience.
• 1–3 years of related experience and/or training, or 2–4 years of related experience and/or training.
• Prior securities industry experience, including at least one year working directly with a broker-dealer, RIA, or insurance organization.
• Strong customer service, written and verbal communication, prioritization, and attention-to-detail skills.
• Strong knowledge of Microsoft Office and the ability to work in a fast-paced environment.
• Series 7, 24, and 65/66 licenses are preferred.

Culture & Benefits

• Family-like, people-focused work environment.
• Professional growth opportunities within a hyper-growth company.
• Competitive compensation package and benefits for employees and their families.
• Commitment to supporting independent agents and clients in person, by phone, and online.