1d ago
Financial Services Representative
Bothell, Washington
โจ $40k-$60k / yearest.
full-time Remotefinance
๐ผ About This Role
You'll join a remote team to help families secure their financial futures through insurance and protection products. You'll make a meaningful impact by guiding clients through life's uncertainties. This role offers growth and the flexibility of working from home.
๐ฏ What You'll Do
- Match clients with appropriate financial protection products
- Conduct virtual meetings to assess client needs
- Maintain client relationships and provide ongoing support
๐ Requirements
- Strong communication and interpersonal skills
- Ability to work independently and remotely
- Integrity and ethical conduct in professional dealings
โจ Nice to Have
- Previous experience in sales or customer service
- Familiarity with financial services industry
๐ Benefits & Perks
- ๐ Work from home flexibility
- ๐ Growth opportunities within the company
- ๐ค Make a positive impact on families
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Apply onlineยท 5 min
- 2Recruiter phone screenยท 15 min
- 3Zoom interviewยท 30 min
๐ฉ Heads Up
- Vague job title and responsibilities
- Third-party recruiter not the actual employer
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