6h ago

Financial Services Representative

Lee's Summit, MO

โœจ $40k-$70k / yearest.

Remotefinance

๐Ÿ’ผ 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.

๐ŸŽฏ 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

๐Ÿ“‹ 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

โœจ Nice to Have

  • Experience in insurance or financial sales
  • Familiarity with CRM tools
  • Licensed insurance producer (or willingness to obtain)

๐ŸŽ Benefits & Perks

  • ๐Ÿ  Work from home - fully remote role
  • ๐Ÿ“ˆ Opportunity for growth and career advancement
  • ๐ŸŽฏ Make a difference helping families protect their future
  • ๐Ÿ•’ Flexible schedule balancing personal commitments

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Submit applicationยท 5 min
  2. 2Zoom interview with recruiterยท 30 min
  3. 3Offer decisionยท 1-2 days

๐Ÿšฉ Heads Up

  • Vague job description lacks specific duties
  • No mention of compensation or salary
  • Third-party recruiter with unclear employer
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