21h ago

Financial Services Representative

Salem, Oregon

โœจ $40k-$60k / yearest.

full-time Remotefinance

๐Ÿ’ผ About This Role

You'll connect families with financial protection solutions in a remote team environment. Your work directly helps clients gain peace of mind and security.

๐ŸŽฏ What You'll Do

  • Match clients with suitable financial protection products
  • Conduct remote consultations via Zoom
  • Maintain client relationships and follow-up

๐Ÿ“‹ Requirements

  • 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 sales or customer service experience
  • Knowledge of financial services or insurance

๐ŸŽ Benefits & Perks

  • ๐Ÿ  Work from home flexibility
  • ๐Ÿ“ˆ Opportunity for growth and advancement
  • ๐Ÿค Make a difference helping families
  • ๐Ÿ›ก๏ธ High integrity company culture

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Applyยท 5 min
  2. 2Phone Screenยท 15 min
  3. 3Video Interviewยท 30 min

๐Ÿšฉ Heads Up

  • Vague job title and description
  • Third-party recruiter without naming the actual company
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