💼 About This Role

You'll assist families in securing financial services as part of a dedicated remote team. Your work will help protect children and families while you grow with a values-driven company. This role stands out for its focus on integrity and making a positive impact.

🎯 What You'll Do

• Assist families with enrollment in financial protection plans
• Conduct client consultations via video conferencing
• Maintain accurate records of client interactions
• Collaborate with team to meet client needs

📋 Requirements

• Strong communication and interpersonal skills
• Ability to work independently in a remote environment
• Demonstrated integrity and ethical conduct
• Genuine desire to help others

✨ Nice to Have

• Previous experience in financial services
• Familiarity with CRM software
• Multilingual abilities

🎁 Benefits & Perks

• 🏠 Work from Home – full remote flexibility
• 📈 Growth Opportunities – advancement potential within the company
• 🤝 Meaningful Impact – help families secure financial futures

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Video Interview· 30 min
2. 2Team Fit Assessment· 30 min