23h ago

Financial Services Representative

Edmond, Oklahoma

โœจ $45k-$65k / yearest.

full-time Remotefinance

๐Ÿ’ผ About This Role

You'll help families secure their financial futures through insurance solutions. You'll work remotely with a team dedicated to integrity and client well-being. This role offers the chance to make a meaningful impact while enjoying work-from-home flexibility.

๐ŸŽฏ What You'll Do

  • Match clients with appropriate financial products
  • Conduct virtual consultations and follow-ups
  • Maintain client records and compliance

๐Ÿ“‹ Requirements

  • Desire to help others
  • Communication skills
  • Integrity in professional dealings
  • Ability to work independently

โœจ Nice to Have

  • Experience in sales or customer service
  • Familiarity with insurance products
  • Previous remote work experience

๐ŸŽ Benefits & Perks

  • ๐Ÿก Remote work flexibility
  • ๐Ÿ“ˆ Growth opportunities
  • ๐Ÿค Meaningful impact on families

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Phone Screenยท 30 min
  2. 2Video Interviewยท 45 min
  3. 3Offerยท 15 min

๐Ÿšฉ Heads Up

  • Vague job title and responsibilities
  • Third-party recruiter with no company name
  • Overemphasis on integrity without specifics
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