💼 About This Role

You'll join a financial services team dedicated to protecting families and making a positive impact. You'll work remotely to help clients secure their financial futures. This role offers growth potential in a mission-driven company.

🎯 What You'll Do

• Contact potential clients to introduce financial services.
• Assess client needs and recommend appropriate products.
• Maintain client relationships and provide ongoing support.
• Document and track interactions in CRM system.

📋 Requirements

• Genuine desire to help others.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.