1d ago
Financial Services Representative
New Haven, Connecticut
โจ $50k-$100k / yearest.
full-time Remotefinance
๐ผ 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.
๐ฏ 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
๐ 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
โจ Nice to Have
- Sales experience is helpful but not required
- Experience in financial services is a plus
๐ Benefits & Perks
- ๐ Work from anywhere
- ๐ Performance-based income with unlimited commissions
- ๐ Flexible schedule (full-time or part-time)
- ๐งโ๐ซ Step-by-step training and ongoing mentorship
- ๐ Clear path to leadership opportunities
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Quick overview callยท 15 min
- 2Zoom interviewยท 30 min
- 3Decisionยท 1-2 days
๐ฉ 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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