We provide businesses, startups, and entrepreneurs with dedicated contractors from the Philippines.
The company is dedicated to helping clients make informed decisions about their financial future as they approach retirement. The company focuses on protecting the wealth individuals have worked hard to build, recognizing the importance of stability in uncertain markets. Clients are encouraged to consider how their finances would be impacted by a market downturn and whether their current savings will be sufficient to last throughout retirement, especially with the rising cost of living. With savings often becoming the primary source of income after retirement, careful planning becomes essential.
Job Title: Part Time Financial Services Role
Location: Fredericksburg, VA, United States
Job Description:
• Follow up with clients & insurance carriers
• Provide customer support
• Manage administrative support tasks
• Organize tasks and communications
• Assist with applications
Must Haves:
• This role is open only to Filipinos permanently residing in the Philippines.
• Strong English communication skills (Preferably American accent)
• Ability to adapt quickly to changing environments, tasks, and priorities
• Excellent communication and organization skills
Nice to Haves:
• Experience within the financial or insurance industry
• Excel background
• Marketing experience
Home Office Requirements:
Please only apply for this role if you have the following home office requirements:
• Perfectly working headset and webcam
• Stable internet connection of at least 5 Mbps to 15 Mbps
• Up to date computer system with a minimum of Windows 8 or Mac OS X
• Quiet room with no distractions or background noises
• A backup plan if the power goes out or if your internet connection becomes unstable during your shift
Only applicants meeting the strict criteria above will be contacted.