💼 About This Role

You'll join a team dedicated to protecting families through financial services, working remotely to provide peace of mind and security. You'll make a meaningful impact by helping clients secure their financial futures. This role offers flexibility and growth in a purpose-driven environment.

🎯 What You'll Do

• Match with clients to provide financial services and protection plans
• Conduct virtual meetings via Zoom to assess client needs
• Build relationships and guide families through financial decisions
• Maintain integrity and transparency in all client interactions

📋 Requirements

• Genuine desire to help others and make a positive impact
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team

✨ Nice to Have

• Experience in financial services or sales
• Familiarity with insurance or protection products

🎁 Benefits & Perks

• 🏡 Work from Home with remote flexibility
• 📈 Growth Opportunities for career advancement
• 🤝 Supportive Team culture focused on integrity

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Online Application· 10 min
2. 2Phone Interview· 30 min
3. 3Final Interview via Zoom· 45 min

🚩 Heads Up

• Vague job duties and qualifications
• Third-party recruiter without clear company name
• Focus on soft skills rather than hard requirements