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Remote Financial Services Representative | No Experience Required | Flexible Schedule

Remote, USA Full-time Posted 2025-11-03
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 Apply Job!  

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