21h ago
Financial Services Representative
Salem, Oregon
โจ $40k-$60k / yearest.
full-time Remotefinance
๐ผ 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.
๐ฏ What You'll Do
- Match clients with suitable financial protection products
- Conduct remote consultations via Zoom
- Maintain client relationships and follow-up
๐ 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
โจ Nice to Have
- Previous sales or customer service experience
- Knowledge of financial services or insurance
๐ Benefits & Perks
- ๐ Work from home flexibility
- ๐ Opportunity for growth and advancement
- ๐ค Make a difference helping families
- ๐ก๏ธ High integrity company culture
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Applyยท 5 min
- 2Phone Screenยท 15 min
- 3Video Interviewยท 30 min
๐ฉ Heads Up
- Vague job title and description
- Third-party recruiter without naming the actual company
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