🛠 Tech Stack

💼 About This Role

You'll join a dedicated team in a financial services role focused on protecting families, working remotely to help clients secure their financial futures. Your core impact will be matching families with financial protection solutions to provide peace of mind and security.

🎯 What You'll Do

• Match clients with appropriate financial protection products
• Conduct virtual consultations via Zoom
• Provide ongoing support to policyholders
• Maintain accurate client records and follow-up

📋 Requirements

• 3-5 years in sales or customer service
• Insurance license or willingness to obtain
• Reliable internet and home office setup

✨ Nice to Have

• Experience with CRM software
• Multilingual abilities

🎁 Benefits & Perks

• 🏠 Work from home
• 📈 Growth opportunities
• 🤝 Help others in a meaningful way

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Phone Screen· 15 min
2. 2Video Interview· 30 min
3. 3Offer· 1 day

🚩 Heads Up

• Vague job description with little technical detail
• Third-party recruiter may indicate high turnover