22h ago
Financial Services Representative
Edmond, Oklahoma
โจ $45k-$65k / yearest.
Remotefinance
๐ผ 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.
๐ฏ 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
๐ Requirements
- Strong communication and interpersonal skills
- Ability to work independently and remotely
- 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
- Licensed in insurance (or willingness to obtain)
๐ Benefits & Perks
- ๐ Work from home
- ๐ Opportunity for growth and advancement
- ๐ค Help families secure financial futures
- ๐ Rewarding career with meaningful impact
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Phone Screenยท 15 min
- 2Video Interviewยท 30 min
- 3Decisionยท 1-2 days
๐ฉ Heads Up
- Vague job title and description
- Third-party recruiter without naming client
- No specified compensation or benefits
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