💼 About This Role

You'll join a team dedicated to protecting families through financial services, working remotely to provide peace of mind. Your core impact will be helping clients secure their financial futures with integrity. This role offers growth opportunities in a mission-driven environment.

🎯 What You'll Do

• Match clients with financial service products
• Conduct virtual consultations via Zoom
• Maintain client records and follow-ups

📋 Requirements

• Genuine desire to help others
• Strong communication skills
• Ability to work independently
• Integrity and ethical conduct

✨ Nice to Have

• Previous sales or customer service experience
• Familiarity with insurance or financial products

🎁 Benefits & Perks

• 🏠 Work from home
• 📈 Growth opportunities
• 🤝 Make a positive impact
• ⏰ Flexible schedule

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Online Application· 15 min
2. 2Phone Screen· 30 min
3. 3Video Interview· 45 min

🚩 Heads Up

• Vague job duties with no specific role title
• Third-party recruiter masking as direct hire
• No stated salary range or experience requirements