1d ago

Financial Services Representative

New Haven, Connecticut

โœจ $50k-$100k / yearest.

full-time Remotefinance

๐Ÿ’ผ About This Role

You'll work with clients who have requested help understanding their financial protection options, using pre-qualified inbound leads with no cold outreach. You'll guide families through enrollment and build long-term relationships in a performance-based income model with unlimited potential. This remote role includes step-by-step training and ongoing mentorship.

๐ŸŽฏ What You'll Do

  • Speak with clients who have requested information
  • Help families understand available benefit options
  • Guide clients through a simple enrollment process
  • Build long-term relationships and client portfolios

๐Ÿ“‹ Requirements

  • Competitive and self-motivated mindset
  • Willingness to learn and follow a proven system
  • Coachable and open to feedback
  • Access to a computer and internet for remote work

โœจ Nice to Have

  • Sales experience is helpful but not required
  • Experience in financial services is a plus

๐ŸŽ Benefits & Perks

  • ๐Ÿ  Work from anywhere
  • ๐Ÿ“ˆ Performance-based income with unlimited commissions
  • ๐Ÿ•’ Flexible schedule (full-time or part-time)
  • ๐Ÿง‘โ€๐Ÿซ Step-by-step training and ongoing mentorship
  • ๐Ÿš€ Clear path to leadership opportunities

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Quick overview callยท 15 min
  2. 2Zoom interviewยท 30 min
  3. 3Decisionยท 1-2 days

๐Ÿšฉ Heads Up

  • Job description is vague about specific role and responsibilities
  • Emphasis on income potential without base salary may indicate commission-only
  • Third-party recruiter role, not direct hire with the insurance agency
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