6h ago
Financial Services Representative
Cincinnati, OH
โจ $40k-$60k / yearest.
full-time Remotefinance
๐ผ About This Role
You'll work from home helping families secure their financial futures through insurance and financial products. Your core impact is protecting families and children by providing peace of mind and financial security.
๐ฏ What You'll Do
- Match clients with suitable financial service products
- Conduct virtual meetings via Zoom to assess client needs
- Provide guidance on financial planning and protection
๐ Requirements
- Desire to help others and make a positive impact
- Communication and interpersonal skills
- Integrity and ethical conduct
โจ Nice to Have
- Experience in sales or customer service
- Knowledge of financial products
- Previous remote work experience
๐ Benefits & Perks
- ๐ Work from home flexibility
- ๐ Growth opportunities
- 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 24-48 hours
๐ฉ Heads Up
- Vague job title and responsibilities
- Third-party recruiter may indicate high turnover
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