6h ago
Financial Services Representative
Bloomington, MN
โจ $40k-$60k / yearest.
Remotefinance
๐ผ About This Role
You'll help families protect their financial futures by joining a remote team dedicated to providing peace of mind through financial services. You'll make a direct impact on clients' lives while enjoying the flexibility of working from home. This role stands out for its emphasis on integrity and compassionate client service.
๐ฏ What You'll Do
- Conduct client consultations via video conferencing
- Assess families' financial needs and goals
- Present tailored financial protection solutions
- Maintain accurate client records and follow up
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 in all professional dealings
โจ Nice to Have
- Experience in sales or customer service
- Familiarity with financial services or insurance
- Background in remote work environments
๐ Benefits & Perks
- ๐ก Work from home flexibility
- ๐ Opportunity for growth and advancement
- ๐ค Help families and make a positive impact
- ๐ High standards of integrity in the role
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Initial Application Reviewยท 1-2 days
- 2Phone Screeningยท 15-20 min
- 3Video Interview with Hiring Managerยท 30-45 min
๐ฉ Heads Up
- Vague role description typical of multi-level marketing (MLM)
- No specific salary or compensation details provided
- Third-party recruiter with no clear company name
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