6h ago

Financial Services Agent

Johnston, RI

โœจ $35k-$55k / yearest.

full-timejunior Remotefinance

๐Ÿ’ผ About This Role

You'll help families secure financial protection as part of a remote team dedicated to integrity. You'll provide guidance on life insurance and financial planning, making a direct impact on clients' peace of mind. This role offers flexibility and growth potential in a mission-driven environment.

๐ŸŽฏ What You'll Do

  • Connect with families to assess their financial protection needs
  • Present and explain insurance product options
  • Maintain honest and transparent client relationships
  • Participate in team training and development sessions

๐Ÿ“‹ Requirements

  • Genuine desire to help others and make a positive impact
  • Strong communication and interpersonal skills
  • Ability to work independently as part of a remote team
  • Integrity and ethical conduct in all professional dealings

โœจ Nice to Have

  • Sales or customer service experience
  • Familiarity with financial products
  • Previous remote work experience

๐ŸŽ Benefits & Perks

  • ๐Ÿ  Work from Home
  • ๐Ÿ“ˆ Opportunities for Advancement
  • ๐Ÿ’ผ Make a Difference in families' lives
  • ๐ŸŽ“ Training and Support provided

๐Ÿ“จ Hiring Process

Estimated timeline: 1-2 weeks ยท AI estimate

  1. 1Phone Screenยท 15-30 min
  2. 2Interview with Hiring Managerยท 30-45 min
  3. 3Interview via Zoomยท 30 min

๐Ÿšฉ Heads Up

  • Vague job title and description
  • Third-party recruiter not the hiring company
  • Emphasis on 'helping' but likely commission-based sales
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