6h ago
Client Benefits Advisor
Green Bay, WI
โจ $40k-$60k / yearest.
full-time Remotefinance
๐ผ About This Role
You'll join a financial services team dedicated to protecting families through insurance and benefits. Your work will help provide peace of mind and security to clients navigating financial uncertainties.
๐ฏ What You'll Do
- Advise clients on insurance and benefits products
- Assist families in securing their financial futures
- Maintain high standards of integrity in client interactions
๐ Requirements
- Genuine desire to help others
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
โจ Nice to Have
- Experience in financial services or sales
- Licensing in insurance (or willingness to obtain)
๐ Benefits & Perks
- ๐๏ธ Work from home
- ๐ Opportunity for growth
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Online Applicationยท 10 min
- 2Phone Interviewยท 15 min
- 3Video Interview via Zoomยท 30 min
๐ฉ Heads Up
- Vague job description with no specific responsibilities
- Third-party recruiter acting as intermediary
- No salary transparency
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