Remote Financial Services Representative | No Experience Required | Flexible Schedule

Remote, USA Full-time Posted 2025-04-18

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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