6h ago
Client Benefits Advisor
San Antonio, TX
โจ $45k-$60k / yearest.
full-time Remotefinance
๐ผ About This Role
You'll join a financial services team dedicated to protecting families, working remotely to provide peace of mind. You'll help guide clients through securing their financial futures with integrity. This role offers growth and the chance to make a meaningful impact.
๐ฏ What You'll Do
- Connect with clients to understand their financial needs
- Present financial protection solutions to families
- Build trust through transparent communication
- Maintain accurate client records and follow up
๐ Requirements
- Communication skills for client interactions
- Integrity in handling sensitive financial information
- Ability to work independently remotely
โจ Nice to Have
- Experience in sales or customer service
- Knowledge of financial products
- Previous remote work experience
๐ Benefits & Perks
- ๐ Work from home flexibility
- ๐ Growth opportunities within the company
- ๐ค Help families secure their future
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Initial Screen via Zoomยท 30 min
- 2Interview with Team Leadยท 45 min
- 3Offerยท 15 min
๐ฉ Heads Up
- Vague responsibilities
- No specific salary mentioned
- Third-party recruiter listing
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