1d ago
Financial Services Professional
Lansdale, Pennsylvania
โจ $40k-$70k / yearest.
full-time Remotefinance
๐ผ 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.
๐ฏ What You'll Do
- Match clients with financial services products
- Conduct virtual consultations via Zoom
- Build client relationships with integrity
- Manage own schedule remotely
๐ Requirements
- Strong communication and interpersonal skills
- Ability to work independently remotely
- Integrity and ethical conduct in dealings
โจ Nice to Have
- Experience in sales or customer service
- Licensing in insurance or financial services
๐ Benefits & Perks
- ๐ Work from home
- ๐ Opportunity for growth
- ๐ค Make a difference in families' lives
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 job title and requirements
- Third-party recruiter not insurance agency
- Potential multi-level marketing structure
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