💼 About This Role

You'll join a financial services team dedicated to protecting families and children. Your core impact is helping clients secure their financial futures with integrity. This work-from-home role offers flexibility and growth opportunities.

🎯 What You'll Do

• Match clients with appropriate financial products
• Conduct virtual consultations via Zoom
• Process enrollment applications accurately
• Maintain client records and follow up

📋 Requirements

• Communication skills for client interaction
• Interpersonal skills to build trust
• Ability to work independently in remote setting

✨ Nice to Have

• Experience in sales or customer service
• Familiarity with CRM software
• Insurance license or willingness to obtain

🎁 Benefits & Perks

• 🏠 Work from home
• 📈 Growth opportunities
• 🤝 Help families

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Apply online· 5 min
2. 2Phone screen· 15 min
3. 3Zoom interview· 30 min

🚩 Heads Up

• Vague job description with no concrete duties
• Third-party recruiter role not direct hire