23h ago
Financial Services Representative
Edmond, Oklahoma
โจ $45k-$65k / yearest.
full-time Remotefinance
๐ผ 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.
๐ฏ What You'll Do
- Match clients with appropriate financial products
- Conduct virtual consultations and follow-ups
- Maintain client records and compliance
๐ Requirements
- Desire to help others
- Communication skills
- Integrity in professional dealings
- Ability to work independently
โจ Nice to Have
- Experience in sales or customer service
- Familiarity with insurance products
- Previous remote work experience
๐ Benefits & Perks
- ๐ก Remote work flexibility
- ๐ Growth opportunities
- ๐ค Meaningful impact on families
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Phone Screenยท 30 min
- 2Video Interviewยท 45 min
- 3Offerยท 15 min
๐ฉ Heads Up
- Vague job title and responsibilities
- Third-party recruiter with no company name
- Overemphasis on integrity without specifics
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