Careermilard: FULL TIME Remote Financial Services Representative
Posted 2025-06-13
Remote, USA
Full Time
Immediate Start
Join our dynamic team at careermilard as a Remote Financial Services Representative | No Experience Required | Flexible Schedule! We're looking for someone to start immediately in this Remote role. This position requires a strong skillset in relevant areas. This position comes with a salary of Competitive salary.
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. Powered by JazzHR QMnPrBgC2o