💼 About This Role

You'll join a remote financial services team dedicated to protecting families through insurance and financial planning. Your core impact will be helping clients secure their financial futures with integrity and compassion.

🎯 What You'll Do

• Assist families with financial planning and insurance needs
• Conduct virtual client meetings via Zoom
• Build client relationships and referral networks
• Maintain accurate records of client interactions

📋 Requirements

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

✨ Nice to Have

• Previous sales or customer service experience
• Insurance licensing or willingness to obtain
• Experience with CRM software

🎁 Benefits & Perks

• 🏠 Work from home
• 📈 Career growth opportunities
• 🤝 Make a difference in families' lives
• 🕒 Flexible schedule

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Recruiter Call· 15 min
2. 2Interview with Manager· 30 min
3. 3Offer· 15 min