6h ago
Client Benefits Advisor
Gilbert, AZ
โจ $35k-$55k / yearest.
junior Remotefinance
๐ผ About This Role
You'll help families secure their financial futures through benefits advising, working remotely with a supportive team. Your core impact is protecting families and children by guiding them to the right financial services. This role offers flexible remote work and growth opportunities.
๐ฏ What You'll Do
- Consult with clients to assess financial protection needs.
- Present suitable benefits options to families.
- Maintain client relationships and provide ongoing support.
๐ Requirements
- Strong communication and interpersonal skills.
- Integrity and ethical conduct in professional dealings.
- Ability to work independently and remotely.
โจ Nice to Have
- Experience in sales or client advisory.
- Knowledge of financial services products.
- Familiarity with CRM tools.
๐ Benefits & Perks
- ๐ก Remote work flexibility
- ๐ Growth opportunities within the company
- ๐ค Supportive team environment
- ๐ผ Make a difference helping families
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Phone Screenยท 15 min
- 2Video Interviewยท 30 min
- 3Offerยท N/A
๐ฉ Heads Up
- Vague job description with no concrete responsibilities.
- No specific salary mentioned; estimated.
- Third-party recruiter without clear company name.
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