💼 About This Role

You'll join a financial services team dedicated to protecting families through insurance and financial planning, working fully remotely. Your work will provide peace of mind and security to clients.

🎯 What You'll Do

• Assist families with financial service needs
• Communicate with clients via phone and video
• Provide guidance on insurance products
• Maintain client records and follow up

📋 Requirements

• Genuine desire to help others
• Strong communication skills
• Ability to work independently
• Integrity and ethical conduct

✨ Nice to Have

• Sales or customer service experience
• Insurance license
• Experience with financial products

🎁 Benefits & Perks

• 🏠 Work from home
• 📈 Opportunity for growth
• 🤝 Help others
• 🔒 Integrity-focused culture

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Online application· 15 min
2. 2Phone screen· 30 min
3. 3Video interview via Zoom· 45 min

🚩 Heads Up

• Vague job description
• Third-party recruiter
• Sales role masked as client service