6h ago
Financial Services Representative
Lee's Summit, MO
โจ $40k-$70k / yearest.
Remotefinance
๐ผ About This Role
You'll help families secure their financial futures by matching them with protection products, working remotely for a values-driven team. Your core impact is providing peace of mind through ethical guidance. This role offers growth potential and flexible remote work while making a tangible difference in clients' lives.
๐ฏ What You'll Do
- Connect with families to assess their financial protection needs
- Present suitable insurance solutions tailored to client goals
- Maintain accurate client records and follow up consistently
- Participate in virtual team training and meetings
๐ Requirements
- Strong communication skills for client consultations
- Ability to work independently in a remote environment
- Commitment to ethical conduct and client trust
- Reliable internet access for Zoom interviews and work
โจ Nice to Have
- Experience in insurance or financial sales
- Familiarity with CRM tools
- Licensed insurance producer (or willingness to obtain)
๐ Benefits & Perks
- ๐ Work from home - fully remote role
- ๐ Opportunity for growth and career advancement
- ๐ฏ Make a difference helping families protect their future
- ๐ Flexible schedule balancing personal commitments
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Submit applicationยท 5 min
- 2Zoom interview with recruiterยท 30 min
- 3Offer decisionยท 1-2 days
๐ฉ Heads Up
- Vague job description lacks specific duties
- No mention of compensation or salary
- Third-party recruiter with unclear employer
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