Remote Financial Services Representative | No Experience Required | Flexible Schedule

Location: Remote | Work from Home

Job Type: Part-Time or Full-Time

Compensation: Performance-Based | $50,000 - $150,000+ Potential

About Legacy Wealth Associates

Legacy Wealth Associates is a financial services firm dedicated to helping individuals, families, and business owners build and protect their financial future. We specialize in:
?? Retirement Planning (401(k) Rollovers, IRAs, Investment Accounts)
?? Tax-Free Wealth Strategies (Indexed Universal Life, Annuities)
?? Life Insurance and Income Protection
?? College Savings Plans and Business Financial Solutions

With over $3 trillion moving through the financial industry annually, we provide expert strategies to help clients make informed financial decisions.

Position Overview

As a Remote Financial Services Representative, you will play a key role in educating clients and offering financial solutions tailored to their needs. This is a flexible, remote opportunity with unlimited earning potential.

Key Responsibilities
?? Educate clients on financial strategies, including investments, insurance, and retirement planning
?? Assist individuals and families in developing personalized financial plans
?? Conduct client consultations and provide recommendations based on their goals
?? Build long-term client relationships through ongoing financial check-ins
?? Stay informed about industry trends and financial product offerings
?? Work independently while leveraging training and mentorship from industry professionals

Who We Are Looking For
?? Self-motivated individuals with an entrepreneurial mindset
?? Strong communication and relationship-building skills
?? Ability to work independently in a remote environment
?? A background in customer service, sales, or business development is a plus, but not required
?? Willingness to obtain a financial license (training and guidance provided)

Position Details
?? Flexible schedule ?? work part-time or full-time
?? Performance-based compensation structure with high earning potential
?? No prior financial experience required ?? full training provided
?? Supportive team environment with mentorship and ongoing development

Benefits
?? Work from home with flexible hours
?? Uncapped commissions and performance bonuses
?? 401(k) with employer matching options
?? Health insurance options
?? Licensing assistance for qualified candidates
?? Career advancement opportunities

This opportunity is ideal for individuals seeking a career shift, additional income, or a leadership role in financial services.

Apply now to schedule an interview and learn more about building a career in financial services.

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