Job Description
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:
ย Retirement Planning (401(k) Rollovers, IRAs, Investment Accounts)
ย Tax-Free Wealth Strategies (Indexed Universal Life, Annuities)
ย Life Insurance and Income Protection
ย 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
ย Educate clients on financial strategies, including investments, insurance, and retirement planning
ย Assist individuals and families in developing personalized financial plans
ย Conduct client consultations and provide recommendations based on their goals
ย Build long-term client relationships through ongoing financial check-ins
ย Stay informed about industry trends and financial product offerings
ย Work independently while leveraging training and mentorship from industry professionals
Who We Are Looking For
ย Self-motivated individuals with an entrepreneurial mindset
ย Strong communication and relationship-building skills
ย Ability to work independently in a remote environment
ย A background in customer service, sales, or business development is a plus, but not required
ย Willingness to obtain a financial license (training and guidance provided)
Position Details
ย Flexible schedule ย work part-time or full-time
ย Performance-based compensation structure with high earning potential
ย No prior financial experience required ย full training provided
ย Supportive team environment with mentorship and ongoing development
Benefits
ย Work from home with flexible hours
ย Uncapped commissions and performance bonuses
ย 401(k) with employer matching options
ย Health insurance options
ย Licensing assistance for qualified candidates
ย 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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