6h ago
Remote Financial Services Consultant
Oakland, CA
โจ $35k-$65k / yearest.
Remotefinance
๐ผ About This Role
You'll help families secure their financial futures through financial services while working remotely with flexibility. This role provides a chance to make a positive impact and grow with a company that values integrity.
๐ฏ What You'll Do
- Match with clients to provide financial services
- Protect families through financial products
- Conduct virtual meetings via Zoom
- Support clients with financial guidance
๐ Requirements
- Genuine desire to help others
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- High standards of integrity and ethical conduct
โจ Nice to Have
- Experience in financial services or insurance
- Previous remote work experience
๐ Benefits & Perks
- ๐ Work from home flexibility
- ๐ Growth and advancement opportunities
- ๐ค Make a positive impact on families
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Recruiter Callยท 15-30 min
- 2Zoom Interviewยท 30-45 min
- 3Offerยท 1-2 days
๐ฉ Heads Up
- Vague company description, no specific role details
- Third-party recruiter with unclear client relationship
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