1d ago

Financial Services Professional

Lansdale, Pennsylvania

โœจ $40k-$70k / yearest.

full-time Remotefinance

๐Ÿ’ผ About This Role

You'll work remotely to help families secure their financial futures through insurance and protection products. Your core impact will be providing peace of mind and security to clients while upholding high standards of integrity. This role offers growth potential and flexible work-from-home arrangements.

๐ŸŽฏ What You'll Do

  • Match clients with financial services products
  • Conduct virtual consultations via Zoom
  • Build client relationships with integrity
  • Manage own schedule remotely

๐Ÿ“‹ Requirements

  • Strong communication and interpersonal skills
  • Ability to work independently remotely
  • Integrity and ethical conduct in dealings

โœจ Nice to Have

  • Experience in sales or customer service
  • Licensing in insurance or financial services

๐ŸŽ Benefits & Perks

  • ๐Ÿ  Work from home
  • ๐Ÿ“ˆ Opportunity for growth
  • ๐Ÿค Make a difference in families' lives

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Phone Screenยท 15 min
  2. 2Video Interviewยท 30 min
  3. 3Offerยท 1 week

๐Ÿšฉ Heads Up

  • Vague job title and requirements
  • Third-party recruiter not insurance agency
  • Potential multi-level marketing structure
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