💼 About This Role

You'll join a financial services team dedicated to protecting families through insurance and benefits. Your core impact will be helping clients secure their financial future with integrity and transparency. This fully remote role offers opportunities for growth while making a meaningful difference.

🎯 What You'll Do

• Match clients with insurance products to meet their needs
• Conduct virtual consultations via Zoom
• Maintain client records and follow up on policies

📋 Requirements

• Strong communication and interpersonal skills
• Ability to work independently in a remote setting
• Integrity and ethical conduct in all dealings

✨ Nice to Have

• Previous experience in financial services or insurance
• Licensed insurance producer (or willingness to obtain)
• Sales or customer service background

🎁 Benefits & Perks

• 🏠 Work from home flexibility
• 📈 Opportunities for advancement
• 🎓 Training and support provided

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Online application· 15 min
2. 2Phone screen· 30 min
3. 3Zoom interview· 45 min

🚩 Heads Up

• Vague job description with emphasis on 'helping others' over concrete duties
• Third-party recruiter may indicate temp or commission-based role
• No clear compensation structure or salary range mentioned