1d ago

Financial Services Representative

Bristol, Connecticut

โœจ $45k-$65k / yearest.

full-time Remotefinance

๐Ÿ’ผ About This Role

You'll help families secure their financial futures through insurance and protection products. You'll work remotely with a supportive team to make a positive impact. This role offers growth opportunities and the flexibility of working from home.

๐ŸŽฏ What You'll Do

  • Conduct virtual consultations with clients to assess financial needs
  • Present and explain insurance and financial products to families
  • Maintain accurate client records and follow up on leads
  • Collaborate with team members to meet service goals

๐Ÿ“‹ Requirements

  • Strong communication and interpersonal skills
  • Ability to work independently and remotely
  • High integrity and ethical conduct in all dealings

โœจ Nice to Have

  • Previous experience in sales or customer service
  • Knowledge of financial services or insurance industry

๐ŸŽ Benefits & Perks

  • ๐Ÿ  Work from home full-time
  • ๐Ÿ“ˆ Opportunities for advancement and career growth
  • ๐ŸŒŸ Make a positive impact on families and children

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Online Applicationยท 15 min
  2. 2Phone Screenยท 30 min
  3. 3Video Interview via Zoomยท 45 min

๐Ÿšฉ Heads Up

  • Vague job description with no specific duties
  • Third-party recruiter with unclear relationship to employer
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