6h ago
Financial Services Representative
Duluth, MN
โจ $35k-$55k / yearest.
full-time Remotefinance
๐ผ About This Role
You'll join a team dedicated to protecting families through financial services, working remotely to help clients secure their financial futures. Your core impact will be providing peace of mind and security to those who need it most.
๐ฏ What You'll Do
- Connect with clients to assess their financial needs
- Recommend appropriate financial products for family protection
- Conduct virtual meetings via Zoom to guide clients
- Maintain accurate records of client interactions
๐ Requirements
- Desire to help others and make a positive impact
- Communication and interpersonal skills
- Ability to work independently and as part of a team
- Integrity and ethical conduct
โจ Nice to Have
- Previous experience in sales or customer service
- Familiarity with financial products
๐ Benefits & Perks
- ๐ Remote work from home
- ๐ Growth opportunities with the company
- ๐ค Helping others in a meaningful way
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Phone Screenยท 15 min
- 2Zoom Interviewยท 30 min
- 3Offerยท 1 day
๐ฉ Heads Up
- Vague job title and description with no specific responsibilities
- Third-party recruiter with no clear company identity
- No salary mentioned
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