6h ago
Financial Services Representative
Lexington, KY
โจ $45k-$65k / yearest.
Remotefinance
๐ผ About This Role
You'll join a team dedicated to protecting families through financial services, providing peace of mind and security. You'll work remotely, helping clients secure their financial futures while upholding high standards of integrity.
๐ฏ What You'll Do
- Match with clients to assess their financial protection needs
- Provide guidance on financial products for families
- Uphold integrity and transparency in client interactions
- Work remotely to manage client relationships
๐ Requirements
- Genuine desire to help others and make a positive impact
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Integrity and ethical conduct in all dealings
โจ Nice to Have
- Experience in financial services or sales
- Familiarity with insurance products
- Previous remote work experience
๐ Benefits & Perks
- ๐ Work from home flexibility
- ๐ Opportunity for growth and career advancement
- ๐ก๏ธ Make a difference by protecting families
- ๐ค Supportive team environment
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Online Applicationยท 15 min
- 2Zoom Interviewยท 30 min
- 3Decisionยท 1 week
๐ฉ Heads Up
- Vague job title and responsibilities not clearly defined
- Third-party recruiter without named client company
- Requirements are mostly soft skills with no hard qualifications
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