6h ago
Financial Services Representative
Gilbert, AZ
โจ $30k-$50k / yearest.
full-time Remotefinance
๐ผ About This Role
You'll join a team dedicated to protecting families through financial services, helping clients secure their financial futures. You'll build meaningful relationships and provide peace of mind while working remotely. This role offers genuine flexibility and the chance to grow with a values-driven company.
๐ฏ What You'll Do
- Match clients with financial products to protect families
- Conduct virtual consultations via Zoom
- Maintain client relationships and follow up on needs
๐ Requirements
- Genuine desire to help others
- Strong communication and interpersonal skills
- Ability to work independently and remotely
โจ Nice to Have
- Experience in sales or customer service
- Familiarity with financial products
๐ Benefits & Perks
- ๐ Work from home full-time
- ๐ Opportunities for advancement
- ๐ค Help families make a difference
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Phone Screenยท 15 min
- 2Virtual Interview via Zoomยท 30 min
- 3Onboardingยท 1 week
๐ฉ Heads Up
- Vague job duties and requirements
- Third-party recruiter with unclear company name
- No salary mentioned
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