6h ago
Financial Services Representative
Grand Rapids, MI
โจ $40k-$60k / yearest.
Remotefinance
๐ผ About This Role
You'll help families secure their financial futures through protection planning, working remotely with a supportive team. Your core impact will be guiding clients to financial security while upholding the highest standards of integrity.
๐ฏ What You'll Do
- Assess client financial needs and recommend protection solutions
- Build client relationships through virtual consultations
- Process applications and maintain client records
๐ Requirements
- Strong communication skills
- Interpersonal skills to build trust with clients
- Ability to work independently remotely
- Integrity and ethical conduct
โจ Nice to Have
- Experience in financial services or insurance
- Sales or customer service background
- Licensing in insurance (life/health)
๐ Benefits & Perks
- ๐ก Remote Work flexibility
- ๐ Growth opportunities for advancement
- ๐ผ Make a difference protecting families
- ๐ค Supportive team environment
๐จ Hiring Process
Estimated timeline: 2-3 weeks ยท AI estimate
- 1Initial Screeningยท 30 min
- 2Interview with Teamยท 45 min
- 3Offerยท 1 week
๐ฉ Heads Up
- Vague job description with no concrete duties
- Third-party recruiter role rather than direct hire
- No salary range provided
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