1d ago
Financial Services Representative
Bristol, Connecticut
โจ $45k-$65k / yearest.
full-time Remotefinance
๐ผ 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.
๐ฏ 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
๐ Requirements
- Strong communication and interpersonal skills
- Ability to work independently and remotely
- High integrity and ethical conduct in all dealings
โจ Nice to Have
- Previous experience in sales or customer service
- Knowledge of financial services or insurance industry
๐ Benefits & Perks
- ๐ Work from home full-time
- ๐ Opportunities for advancement and career growth
- ๐ Make a positive impact on families and children
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Online Applicationยท 15 min
- 2Phone Screenยท 30 min
- 3Video Interview via Zoomยท 45 min
๐ฉ Heads Up
- Vague job description with no specific duties
- Third-party recruiter with unclear relationship to employer
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