💼 About This Role

You'll help families secure their financial futures through insurance and financial products, working remotely. Your core impact is providing peace of mind and protection to those in need. This role offers growth opportunities in a values-driven company.

🎯 What You'll Do

• Match clients with appropriate financial products
• Conduct virtual meetings to assess client needs
• Build relationships based on trust and integrity

📋 Requirements

• Desire to help others in financial planning
• Strong communication skills for client interaction
• Ability to work independently in a remote setting
• Integrity and ethical conduct in all dealings

✨ Nice to Have

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

🎁 Benefits & Perks

• 🏠 Work from home flexibility
• 📈 Career advancement opportunities
• 🤝 Meaningful impact on families' lives
• 🖥️ Virtual interviews via Zoom

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Phone Screen· 15 min
2. 2Video Interview· 30 min
3. 3Offer· 1 week

🚩 Heads Up

• Vague job title and responsibilities
• Requires integrity but no specific skills
• Recruiter is third-party, not direct hire