💼 About This Role

You'll join a remote team dedicated to protecting families through financial services, helping clients secure their financial futures. This role offers work-from-home flexibility and growth opportunities.

🎯 What You'll Do

• Assist families in securing financial products
• Conduct client consultations via Zoom
• Maintain client relationships and follow-ups

📋 Requirements

• Communication and interpersonal skills
• Integrity in professional dealings
• Ability to work independently remotely

✨ Nice to Have

• Experience in sales or customer service
• Knowledge of financial products

🎁 Benefits & Perks

• 🏠 Work from home
• 📈 Growth opportunities
• 🤝 Help families

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Recruiter Screen· 15 min
2. 2Interview with Team Lead· 30 min
3. 3Final Offer· 15 min

🚩 Heads Up

• Vague job title and responsibilities
• Third-party recruiter, not direct hire