6h ago
Client Benefits Advisor
Charleston, SC
โจ $35k-$55k / yearest.
full-time Remotefinance
๐ผ 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.
๐ฏ 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
๐ 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
โจ Nice to Have
- Experience in sales or customer service
- Knowledge of financial products
๐ Benefits & Perks
- ๐ Work from home flexibility
- ๐ Growth opportunities with advancement potential
- ๐ค Make a positive impact on families and children
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Phone/Video Screenยท 30 min
- 2Interview with Team Leadยท 45 min
- 3Offerยท 1 day
๐ฉ 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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