6h ago
Financial Services Representative
Charleston, WV
โจ $35k-$55k / yearest.
Remotefinance
๐ผ About This Role
You'll join a team dedicated to protecting families through financial services, working from home with flexibility. Your core impact will be helping clients secure their financial futures with integrity and compassion.
๐ฏ What You'll Do
- Match clients with financial protection products
- Conduct virtual consultations via Zoom
- Maintain client relationships and follow up
๐ Requirements
- Desire to help others and make a positive impact
- Strong communication and interpersonal skills
- Ability to work independently and remotely
- Integrity and ethical conduct
โจ Nice to Have
- Previous experience in sales or customer service
- Familiarity with financial services industry
- Self-motivated with a growth mindset
๐ Benefits & Perks
- ๐ Work from home flexibility
- ๐ Opportunity for growth and advancement
- ๐ค Help families and children
- ๐ก๏ธ High standards of integrity
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Phone Screenยท 15 min
- 2Video Interviewยท 30 min
- 3Offerยท 1 week
๐ฉ Heads Up
- Vague responsibilities and requirements
- Third-party recruiter with unclear company
- No salary mentioned, estimated below market
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