6h ago

Client Services Representative

Provo, UT

โœจ $35k-$45k / yearest.

full-time Remotefinance

๐Ÿ’ผ About This Role

You'll join a team dedicated to protecting families through financial services, working remotely to provide peace of mind and security. You'll help families secure their financial futures while growing with a company that values integrity and compassion. This role offers the opportunity to work from home and make a positive impact on the lives of others.

๐ŸŽฏ What You'll Do

  • Assist families in securing their financial futures
  • Communicate with clients via phone and video
  • Maintain high standards of integrity in client interactions
  • Work independently and as part of a remote team

๐Ÿ“‹ Requirements

  • Desire to help others
  • Communication skills
  • Integrity in professional dealings

โœจ Nice to Have

  • Previous sales or customer service experience
  • Experience in financial services

๐ŸŽ Benefits & Perks

  • ๐Ÿ  Work from home
  • ๐Ÿ“ˆ Opportunities for advancement

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Online Applicationยท 15 min
  2. 2Phone Screenยท 20 min
  3. 3Zoom Interviewยท 30 min

๐Ÿšฉ Heads Up

  • Vague job description with no concrete daily tasks
  • No specific experience or education requirements listed
  • Third-party recruiter with unclear client relationship
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