6h ago
Financial Services Representative
Johnston, RI
โจ $50k-$80k / 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. This role offers opportunities for growth while making a meaningful impact.
๐ฏ What You'll Do
- Match clients with financial protection products
- Conduct virtual meetings via Zoom
- Educate families on financial security options
- Build and maintain client relationships
๐ Requirements
- Genuine desire to help others
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Integrity and ethical conduct
โจ Nice to Have
- Previous sales or customer service experience
- Knowledge of financial products
๐ Benefits & Perks
- ๐ Work from home
- ๐ Opportunity for growth
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Online Applicationยท 15 min
- 2Phone Interviewยท 30 min
- 3Video Interview with Hiring Managerยท 45 min
๐ฉ Heads Up
- Vague job description with no specific duties
- Third-party recruiter without naming the actual company
- Unrealistic earning potential implied
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