14h ago
Financial Services Agent
Summerville, SC
โจ $40k-$80k / yearest.
Remotefinance
๐ผ 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.
๐ฏ 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
๐ Requirements
- Competitive and self-motivated
- Willing to learn and follow a proven system
- Coachable and open to feedback
โจ Nice to Have
- Sales experience helpful but not required
๐ Benefits & Perks
- ๐ป Remote work environment
- ๐ Pre-qualified inbound leads (no cold calling)
- ๐ Step-by-step training system (no experience required)
- โฐ Flexible schedule (full-time or part-time)
- ๐ Performance-based income with unlimited potential
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Apply onlineยท 5 min
- 2Quick overview callยท 15 min
- 3Interview via Zoomยท 30 min
๐ฉ 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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