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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