💼 About This Role

You'll join a remote team dedicated to protecting families through financial services. Make a tangible difference by helping families secure their financial futures. This role offers flexibility and growth opportunities in a values-driven environment.

🎯 What You'll Do

• Match clients with appropriate financial products
• Conduct remote consultations via Zoom
• Provide guidance on financial protection plans
• Maintain client relationships and follow up

📋 Requirements

• Genuine desire to help others
• Strong communication and interpersonal skills
• Ability to work independently and in a team
• Integrity and ethical conduct

✨ Nice to Have

• Experience in sales or customer service
• Familiarity with financial services industry
• Licensing in insurance (if applicable)

🎁 Benefits & Perks

• 🏠 Work from home full-time
• 📈 Opportunity for advancement
• 🤝 Make a positive impact on families

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Online application· 15 min
2. 2Phone screen· 30 min
3. 3Zoom interview· 45 min

🚩 Heads Up

• Vague job title and responsibilities
• No specific salary range mentioned
• Third-party recruiter posting