22h ago

Financial Services Representative

Edmond, Oklahoma

โœจ $45k-$65k / yearest.

Remotefinance

๐Ÿ’ผ About This Role

You'll join a team dedicated to protecting families through financial services, working remotely. You'll help clients secure their financial futures with integrity and compassion. This role stands out for its fully remote setup and growth opportunities.

๐ŸŽฏ What You'll Do

  • Contact prospective clients to discuss financial services
  • Assess clients' financial needs and goals
  • Present suitable insurance and financial products
  • Maintain client relationships and provide ongoing support

๐Ÿ“‹ Requirements

  • Strong communication and interpersonal skills
  • Ability to work independently and remotely
  • 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
  • Licensed in insurance (or willingness to obtain)

๐ŸŽ Benefits & Perks

  • ๐Ÿ  Work from home
  • ๐Ÿ“ˆ Opportunity for growth and advancement
  • ๐Ÿค Help families secure financial futures
  • ๐Ÿ† Rewarding career with meaningful impact

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Phone Screenยท 15 min
  2. 2Video Interviewยท 30 min
  3. 3Decisionยท 1-2 days

๐Ÿšฉ Heads Up

  • Vague job title and description
  • Third-party recruiter without naming client
  • No specified compensation or benefits
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