6h ago
Financial Services Agent
Johnston, RI
โจ $35k-$55k / yearest.
full-timejunior Remotefinance
๐ผ 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.
๐ฏ 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
๐ 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
โจ Nice to Have
- Sales or customer service experience
- Familiarity with financial products
- Previous remote work experience
๐ Benefits & Perks
- ๐ Work from Home
- ๐ Opportunities for Advancement
- ๐ผ Make a Difference in families' lives
- ๐ Training and Support provided
๐จ Hiring Process
Estimated timeline: 1-2 weeks ยท AI estimate
- 1Phone Screenยท 15-30 min
- 2Interview with Hiring Managerยท 30-45 min
- 3Interview via Zoomยท 30 min
๐ฉ 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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