23h ago
Financial Services Representative
Kailua, Hawaii
โจ $50k-$70k / yearest.
Remotefinance
๐ผ About This Role
You'll help families secure their financial futures by recommending life insurance and other protection products. Your core impact is providing peace of mind to clients through honest, transparent guidance. This fully remote role offers flexibility and advancement opportunities.
๐ฏ What You'll Do
- Contact potential clients to discuss financial protection needs
- Present and explain insurance product options
- Process applications and follow up with clients
- Maintain client records and compliance documentation
๐ Requirements
- Genuine desire to help others
- Strong communication and interpersonal skills
- Ability to work independently
- Integrity in all professional dealings
โจ Nice to Have
- Previous sales or customer service experience
- Insurance license (or willingness to obtain)
- Experience with remote communication tools
๐ Benefits & Perks
- ๐ Work from home
- ๐ Opportunity for advancement
- ๐ค Helping families
- ๐ Integrity-focused culture
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Recruiter Interviewยท 30 min
- 2Role Overviewยท 30 min
- 3Offerยท 1 day
๐ฉ Heads Up
- No specific job title or duties listed
- Vague qualifications (soft skills only, no hard requirements)
- Third-party recruiter without clear company identity
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