6h ago

Financial Services Representative

Provo, UT

โœจ $45k-$65k / yearest.

Remotefinance

๐Ÿ›  Tech Stack

๐Ÿ’ผ 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.

๐ŸŽฏ 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

๐Ÿ“‹ 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

โœจ Nice to Have

  • Previous sales or customer service experience
  • Familiarity with financial services industry
  • Insurance licensing (life/health)

๐ŸŽ Benefits & Perks

  • ๐Ÿ  Remote work flexibility
  • ๐Ÿ“ˆ Growth opportunities within the company
  • ๐Ÿ’ผ Meaningful work helping families
  • ๐Ÿ• Flexible schedule
  • ๐Ÿค Supportive team environment

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Submit applicationยท 1 day
  2. 2Phone screen with recruiterยท 15 min
  3. 3Video interview via Zoomยท 30 min

๐Ÿšฉ 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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