💼 About This Role

You'll join a remote team dedicated to protecting families through financial services. You'll help clients secure their financial futures with integrity. This role offers growth opportunities and flexibility.

🎯 What You'll Do

• Match with clients to assess their financial protection needs
• Provide guidance on financial products for families
• Conduct virtual meetings via Zoom
• Uphold integrity and transparency in all client interactions

📋 Requirements

• Genuine desire to help others
• Strong communication skills
• Ability to work independently remotely
• Integrity and ethical conduct

✨ Nice to Have

• Experience in sales or customer service
• Familiarity with financial services industry

🎁 Benefits & Perks

• 🏠 Work from home
• 📈 Growth opportunities
• 🤝 Make a positive impact
• 🕒 Flexible schedule

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Recruiter Call· 15 min
2. 2Interview via Zoom· 30 min
3. 3Decision· 1 week

🚩 Heads Up

• Vague job description without specific duties
• Third-party recruiter role, not direct hire