💼 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 use your skills to assist clients in securing their financial futures while upholding high integrity standards. This role offers flexibility and growth opportunities in a mission-driven environment.

🎯 What You'll Do

• Conduct virtual client consultations via Zoom
• Present financial protection solutions to families
• Maintain client relationships and follow up
• Complete required training and compliance

📋 Requirements

• Strong communication skills
• Ability to work independently and remotely
• Integrity and ethical conduct in dealings
• Desire to help others

✨ Nice to Have

• Previous sales or customer service experience
• Financial services licensing (life/health)
• Experience with CRM software

🎁 Benefits & Perks

• 🏠 Work from home
• 📈 Opportunity for growth
• 🤝 Help families and children
• 🙌 Supportive team environment
• 🕒 Flexible schedule

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Online Application· 15 min
2. 2Initial Interview (Video)· 30 min
3. 3Follow-up Interview· 30 min

🚩 Heads Up

• Vague job description with no specific title or duties
• Emphasizes high integrity and helping others but likely commission-based sales
• Third-party recruiter, not direct hire