💼 About This Role

You'll join a team dedicated to protecting families through financial services, working from home to provide peace of mind and security to those who need it most. This role offers growth opportunities in a compassionate environment.

🎯 What You'll Do

• Match with clients to assess their financial needs
• Provide guidance on financial products for families
• Conduct virtual meetings via Zoom
• Maintain high standards of integrity and ethics

📋 Requirements

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