6h ago

Client Services Representative

Naperville, IL

โœจ $35k-$55k / yearest.

full-timemid Remotefinance

๐Ÿ’ผ About This Role

You'll join a team dedicated to protecting families through financial services, working remotely to provide peace of mind. Your core impact will be helping clients secure their financial futures with integrity.

๐ŸŽฏ What You'll Do

  • Advise clients on financial products to protect families
  • Conduct virtual meetings via Zoom
  • Maintain accurate client records
  • Collaborate with team to meet goals

๐Ÿ“‹ Requirements

  • Desire to help others
  • Strong communication skills
  • Integrity and ethical conduct

โœจ Nice to Have

  • Experience in financial services
  • Insurance license

๐ŸŽ Benefits & Perks

  • ๐Ÿ  Work from home
  • ๐Ÿ“ˆ Opportunity for growth

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Phone Screenยท 15 min
  2. 2Interview via Zoomยท 30 min
  3. 3Offerยท 1 day

๐Ÿšฉ Heads Up

  • Vague job requirements
  • Third-party recruiter without clear company
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