22h ago
Financial Services Representative
Cranston, Rhode Island
โจ $40k-$60k / yearest.
full-time Remotefinance
๐ผ About This Role
You'll join a team dedicated to protecting families through financial services, working remotely to provide peace of mind and security. You'll help clients navigate life's uncertainties with integrity and transparency while growing with a company that values your potential.
๐ฏ What You'll Do
- Match families with financial protection products
- Conduct client consultations via Zoom
- Build and manage client relationships
- Meet sales and service targets
๐ Requirements
- Desire to help others and make a positive impact
- Communication and interpersonal skills
- Ability to work independently and remotely
- Integrity and ethical conduct
โจ Nice to Have
- Previous sales or client service experience
- Knowledge of financial services industry
- Licensing in insurance or securities
๐ Benefits & Perks
- ๐ Work from home flexibility
- ๐ Growth opportunities for advancement
- ๐ค Positive impact on families and children
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Recruiter Callยท 15 min
- 2Video Interviewยท 30 min
- 3Offerยท N/A
๐ฉ Heads Up
- Vague job title and responsibilities
- Third-party recruiter not disclosing the hiring company
- Unrealistic earning potential claims
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