14h ago

Financial Services Agent

Summerville, SC

โœจ $40k-$80k / yearest.

Remotefinance

๐Ÿ’ผ About This Role

You'll speak with inbound leads who have requested information about financial protection options. Your core impact is helping families understand benefits and guiding them through enrollment, building long-term client relationships. This role provides pre-qualified leads with no cold calling required.

๐ŸŽฏ What You'll Do

  • Speak with clients who have requested information
  • Help families understand available benefit options
  • Guide clients through a simple enrollment process
  • Build long-term relationships and client portfolios

๐Ÿ“‹ Requirements

  • Competitive and self-motivated
  • Willing to learn and follow a proven system
  • Coachable and open to feedback

โœจ Nice to Have

  • Sales experience helpful but not required

๐ŸŽ Benefits & Perks

  • ๐Ÿ’ป Remote work environment
  • ๐Ÿ“‹ Pre-qualified inbound leads (no cold calling)
  • ๐ŸŽ“ Step-by-step training system (no experience required)
  • โฐ Flexible schedule (full-time or part-time)
  • ๐Ÿ“ˆ Performance-based income with unlimited potential

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Apply onlineยท 5 min
  2. 2Quick overview callยท 15 min
  3. 3Interview via Zoomยท 30 min

๐Ÿšฉ Heads Up

  • Compensation is performance-based with no base salary
  • Job title not clearly stated; vague 'opportunity' language
  • Third-party recruiter acting as intermediary
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