💼 About This Role

You'll help families secure their financial futures by joining an up-and-coming team. You'll make a positive impact through integrity-driven service. This fully remote role offers flexibility and growth opportunities.

🎯 What You'll Do

• Advise families on financial planning and insurance products
• Build client relationships through virtual meetings
• Process applications and maintain client records
• Collaborate with team to meet service goals

📋 Requirements

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

✨ Nice to Have

• Sales or customer service experience
• Insurance license or willingness to obtain
• Familiarity with CRM tools

🎁 Benefits & Perks

• 🏠 Work from home
• 📈 Growth opportunities
• 🤝 Help others daily
• ⏰ Flexible schedule

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Application Review· 1-2 days
2. 2Phone Screen· 15 min
3. 3Video Interview via Zoom· 30 min

🚩 Heads Up

• No specific experience level mentioned
• Vague job description
• Third-party recruiter, not the company itself