6h ago

Client Services Representative

Stillwater, OK

โœจ $35k-$55k / yearest.

full-timejunior Remotefinance

๐Ÿ’ผ About This Role

You'll help families secure financial futures by providing guidance on insurance and financial services in a fully remote role. This is an opportunity to grow with a values-driven company.

๐ŸŽฏ What You'll Do

  • Assist families in selecting financial protection products
  • Communicate with clients via phone and video
  • Maintain records and follow up on client needs

๐Ÿ“‹ Requirements

  • Strong communication skills
  • Ability to work independently from home
  • High integrity and ethical conduct

โœจ Nice to Have

  • Previous sales or customer service experience
  • Familiarity with insurance or financial products

๐ŸŽ Benefits & Perks

  • ๐Ÿ  Work from home
  • ๐Ÿ“ˆ Opportunity for growth
  • ๐Ÿ–๏ธ Flexible schedule

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Online applicationยท 15 min
  2. 2Phone screenยท 30 min
  3. 3Video interview via Zoomยท 45 min

๐Ÿšฉ Heads Up

  • Vague job description with no specific duties
  • Mentions financial services but third-party recruiter
  • No salary range listed
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