💼 About This Role

You'll assist families with financial services to protect their futures, working remotely. Your core impact is helping clients secure peace of mind through insurance solutions. This role stands out for its flexible work environment and growth opportunities.

🎯 What You'll Do

• Match clients with financial protection products
• Conduct remote consultations via video
• Maintain accurate client records
• Follow up on leads and applications

📋 Requirements

• Communication skills
• Ability to work independently
• Integrity and ethical conduct

✨ Nice to Have

• Previous sales or customer service experience
• Insurance licensing or willingness to obtain

🎁 Benefits & Perks

• 🏠 Work from home
• 📈 Growth opportunities
• 🤝 Make a difference in families' lives

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Phone Screen· 15 min
2. 2Video Interview· 30 min
3. 3Offer· N/A