6h ago
Financial Services Agent
Hartford, CT
โจ $40k-$60k / yearest.
full-time Remotefinance
๐ผ About This Role
You'll join a dedicated team protecting families through financial services, working remotely with flexible hours. You'll make a positive impact by helping clients secure their financial futures while growing with a values-driven company.
๐ฏ What You'll Do
- Provide financial guidance to families seeking protection plans
- Build client relationships through virtual consultations
- Process applications and maintain client records
๐ Requirements
- Genuine desire to help others
- Strong communication skills
- Ability to work independently
- Demonstrated integrity in professional dealings
โจ Nice to Have
- Previous experience in sales or customer service
- Familiarity with financial products
๐ Benefits & Perks
- ๐ Work from home
- ๐ Opportunity for growth
- ๐ค Help families achieve financial security
๐จ Hiring Process
Estimated timeline: 1-2 weeks
- 1Initial Applicationยท 5 min
- 2Phone Interviewยท 30 min
- 3Virtual Interview via Zoomยท 45 min
๐ฉ Heads Up
- Role description is vague and lacks specific duties
- Third-party recruiter without clear company affiliation
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