6h ago

Financial Services Representative

Oakland, CA

โœจ $40k-$60k / yearest.

Remotefinance

๐Ÿ’ผ About This Role

You'll work from home to help families secure their financial futures through insurance products. Your core impact is providing peace of mind to clients while building a rewarding career with growth opportunities. You'll be part of a team dedicated to integrity and making a positive difference.

๐ŸŽฏ What You'll Do

  • Match clients with financial service products to protect families
  • Conduct virtual meetings to understand client needs
  • Provide guidance on insurance and financial security
  • Maintain high standards of integrity in all interactions

๐Ÿ“‹ Requirements

  • Genuine desire to help others and make a positive impact
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Integrity and ethical conduct in all professional dealings

โœจ Nice to Have

  • Previous experience in sales or customer service
  • Familiarity with insurance or financial services
  • Self-motivated and goal-oriented mindset

๐ŸŽ Benefits & Perks

  • ๐Ÿ  Work from home flexibility
  • ๐Ÿ“ˆ Opportunity for growth and advancement
  • ๐Ÿค Make a positive impact on families and children

๐Ÿ“จ Hiring Process

Estimated timeline: 2-3 weeks ยท AI estimate

  1. 1Phone Screenยท 30 min
  2. 2Video Interviewยท 45 min
  3. 3Offerยท 1 week

๐Ÿšฉ Heads Up

  • Vague job description with no specific duties
  • Third-party recruiter without clear company identity
  • Focus on helping families but no concrete product details
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