💼 About This Role

You'll help families secure financial futures through insurance and protection products. You'll work remotely to advise clients on financial planning. This role offers growth potential in a supportive team environment.

🎯 What You'll Do

• Match clients with appropriate financial products
• Conduct virtual consultations via Zoom
• Maintain client records and follow up
• Collaborate with team to meet goals

📋 Requirements

• Desire to help others in financial planning
• Strong communication skills
• Ability to work independently

✨ Nice to Have

• Previous sales or customer service experience
• Knowledge of insurance products
• Licensing in insurance (or willingness to obtain)

🎁 Benefits & Perks

• 🏠 Work from home
• 📈 Opportunity for growth
• 🤝 Make a difference in families' lives

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Phone Screen· 30 min
2. 2Virtual Interview· 45 min
3. 3Offer· 1 week

🚩 Heads Up

• Vague job description without specific duties
• Third-party recruiter not the actual employer
• Potentially commission-only compensation