🛠 Tech Stack

💼 About This Role

You'll join a financial services team dedicated to protecting families through insurance solutions, working remotely to match clients with coverage. Your core impact is providing peace of mind and security to those who need it most. This role stands out with opportunities for growth and a supportive, integrity-driven culture.

🎯 What You'll Do

• Match clients with appropriate financial protection plans
• Conduct virtual consultations via Zoom
• Process enrollment applications accurately
• Maintain client records and follow up on leads

📋 Requirements

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

✨ Nice to Have

• Previous sales or customer service experience
• Familiarity with CRM software
• Licensing in insurance (can be obtained after hire)

🎁 Benefits & Perks

• 🏠 Work from home full-time remote
• 📈 Growth opportunities for advancement
• 🤝 Help families secure financial futures
• 🕒 Flexible schedule to balance commitments

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Submit application· 5 min
2. 2Phone screen with recruiter· 15 min
3. 3Zoom interview with team· 30 min
4. 4Offer and onboarding· 1 week