💼 About This Role

You'll join a dedicated team protecting families through financial services, working from home. You'll help clients secure their financial futures with integrity and compassion.

🎯 What You'll Do

• Provide financial planning guidance to families
• Conduct virtual client consultations via Zoom
• Maintain client relationships and follow up

📋 Requirements

• Genuine desire to help others
• Strong communication skills
• Ability to work independently

✨ Nice to Have

• Experience in financial services

🎁 Benefits & Perks

• 🏠 Work from home
• 📈 Growth opportunities
• 🌍 Make a difference

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter Call· 15-30 min
2. 2Online Interview· 30-45 min
3. 3Offer· 1-2 weeks

🚩 Heads Up

• Vague job description without concrete details
• Third-party recruiter, not direct hire