6h ago

Financial Services Representative

Grand Rapids, MI

โœจ $40k-$60k / yearest.

Remotefinance

๐Ÿ’ผ 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.

๐ŸŽฏ What You'll Do

  • Assess client financial needs and recommend protection solutions
  • Build client relationships through virtual consultations
  • Process applications and maintain client records

๐Ÿ“‹ Requirements

  • Strong communication skills
  • Interpersonal skills to build trust with clients
  • Ability to work independently remotely
  • Integrity and ethical conduct

โœจ Nice to Have

  • Experience in financial services or insurance
  • Sales or customer service background
  • Licensing in insurance (life/health)

๐ŸŽ Benefits & Perks

  • ๐Ÿก Remote Work flexibility
  • ๐Ÿ“ˆ Growth opportunities for advancement
  • ๐Ÿ’ผ Make a difference protecting families
  • ๐Ÿค Supportive team environment

๐Ÿ“จ Hiring Process

Estimated timeline: 2-3 weeks ยท AI estimate

  1. 1Initial Screeningยท 30 min
  2. 2Interview with Teamยท 45 min
  3. 3Offerยท 1 week

๐Ÿšฉ 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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