💼 About This Role

You'll help protect families through financial services in a fully remote role. Your work provides peace of mind and security to clients, with opportunities for growth and advancement.

🎯 What You'll Do

• Match clients with financial services products
• Conduct virtual client consultations via Zoom
• Help families secure financial futures

📋 Requirements

• Desire to help others and make positive impact
• Communication and interpersonal skills
• Ability to work independently and as part of a team
• Integrity and ethical conduct in all dealings

✨ Nice to Have

• Experience in sales or customer service
• Familiarity with financial services industry

🎁 Benefits & Perks

• 🏡 Work from Home flexibility
• 📈 Opportunities for Growth and advancement
• 🤝 Make a Difference in families' lives

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Online Application· 15 min
2. 2Phone Screen· 30 min
3. 3Video Interview· 45 min

🚩 Heads Up

• Vague job duties with no specific technical requirements
• Third-party recruiter with unclear compensation structure
• Emphasis on 'income not capped' suggesting commission-only