Remote Financial Services Representative | No Experience Required | Flexible Schedule
Location: Remote | Work from HomeJob Type: Part-Time or Full-TimeCompensation: Performance-Based | $50,000 - $150,000+ PotentialAbout Legacy Wealth AssociatesLegacy 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
- 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
- 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)
- 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
- 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