6h ago
Financial Services Representative
Provo, UT
โจ $45k-$65k / yearest.
Remotefinance
๐ Tech Stack
๐ผ About This Role
You'll protect families through financial services as part of a remote team focused on integrity and growth. You'll help clients secure their financial futures while enjoying flexible work-from-home arrangements. This role offers advancement opportunities in a supportive environment.
๐ฏ What You'll Do
- Match clients with appropriate financial services products
- Conduct virtual consultations via Zoom
- Provide ongoing support to policyholders
- Maintain client records and follow up on leads
๐ Requirements
- Genuine desire to help others
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Integrity and ethical conduct
โจ Nice to Have
- Previous sales or customer service experience
- Familiarity with financial services industry
- Insurance licensing (life/health)
๐ Benefits & Perks
- ๐ Remote work flexibility
- ๐ Growth opportunities within the company
- ๐ผ Meaningful work helping families
- ๐ Flexible schedule
- ๐ค Supportive team environment
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Submit applicationยท 1 day
- 2Phone screen with recruiterยท 15 min
- 3Video interview via Zoomยท 30 min
๐ฉ Heads Up
- Vague job description with no concrete duties
- Third-party recruiter masking as the hiring company
- No specific salary range mentioned
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