Registered Service Representative (Retirement Services)

Location: Work from home in the United States; remote call center environment

Salary: $48,000–$53,000 annually, plus potential annual bonus

Company

hirify.global is a financial services company providing insurance, retirement, investment, and employee benefit solutions as part of Aegon.

What you will do

• Handle inbound and outbound calls about forms, account paperwork, status requests, and telephone transactions.
• Answer questions about retirement products and provide accurate, compliant information to clients.
• Monitor client accounts, research issues, and resolve routine to moderately complex requests.
• Document client interactions thoroughly and escalate more complex matters when needed.
• Use multiple systems to service requests and meet individual and team service-level expectations.
• Collaborate with colleagues to achieve customer satisfaction and team goals.

Requirements

• At least two years of customer service experience.
• Excellent verbal and written communication, attention to detail, and time management skills.
• Knowledge of brokerage accounts and investments.
• Problem-solving ability and capacity to adapt to change and follow established procedures.
• PC proficiency with Microsoft Word, Outlook, and Excel.
• Customer-focused and team-oriented approach.

Nice to have

• FINRA Series 6, 63, 65, or 66 license.
• Financial or brokerage sales and service experience.
• Experience with IRA products and understanding of the sales process.

Culture & Benefits

• Full-time employment with competitive pay and potential bonus eligibility.
• Pension plan, 401(k) match, employee stock purchase plan, and tuition reimbursement.
• Medical, dental, vision, disability, and employee assistance benefits.
• Paid time off starting at 160 hours annually and ten paid holidays per year.
• Parental leave, adoption assistance, backup care, wellness programs, and volunteer PTO.
• Career training, employee resource groups, inclusion programs, and employee discounts.