💼 About This Role

You'll help families secure their financial futures by providing guidance on benefits and insurance products. You'll make a positive impact on clients' lives while enjoying the flexibility of remote work and opportunities for growth.

🎯 What You'll Do

• Match clients with suitable financial services products
• Conduct virtual consultations via Zoom
• Maintain client relationships and follow up on needs

📋 Requirements

• Desire to help others
• Strong communication skills
• Ability to work independently
• Integrity in professional dealings

🎁 Benefits & Perks

• 🏠 Work from home

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Submit application· 5 min
2. 2Phone screen· 15 min
3. 3Video interview via Zoom· 30 min

🚩 Heads Up

• Vague requirements focusing on soft skills
• Third-party recruiter without naming the hiring company
• Job duties mix of sales and advising without clear focus