6h ago

Client Benefits Advisor

Charleston, SC

โœจ $35k-$55k / yearest.

full-time Remotefinance

๐Ÿ’ผ About This Role

You'll join a team dedicated to protecting families through financial services, working remotely to provide peace of mind and security. You'll make a meaningful impact by helping families secure their financial futures, while growing with a company that values integrity and compassion.

๐ŸŽฏ What You'll Do

  • Assist clients in selecting appropriate financial products
  • Provide guidance on financial planning and protection
  • Maintain client relationships and follow up on needs

๐Ÿ“‹ Requirements

  • Strong communication and interpersonal skills
  • Ability to work independently in a remote setting
  • Integrity and ethical conduct in professional dealings
  • Genuine desire to help others

โœจ Nice to Have

  • Experience in sales or customer service
  • Knowledge of financial products

๐ŸŽ Benefits & Perks

  • ๐Ÿ  Work from home flexibility
  • ๐Ÿ“ˆ Growth opportunities with advancement potential
  • ๐Ÿค Make a positive impact on families and children

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Phone/Video Screenยท 30 min
  2. 2Interview with Team Leadยท 45 min
  3. 3Offerยท 1 day

๐Ÿšฉ Heads Up

  • Vague job requirements with no technical skills listed
  • Uses a third-party recruiter with unclear company details
  • Role mixes sales and advising without clear distinction
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