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Remote Financial Services Representative | No Experience Required | Flexible Schedule

Remote, USA Full-time Posted 2025-05-22

<strong>Location:</strong> Remote | Work from Home<br><br><strong>Job Type:</strong> Part-Time or Full-Time<br><br><strong>Compensation:</strong> Performance-Based | $50,000 - $150,000+ Potential<br><br><strong>About Legacy Wealth Associates<br><br></strong>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:<br><br><ul><li>Retirement Planning (401(k) Rollovers, IRAs, Investment Accounts)</li><li>Tax-Free Wealth Strategies (Indexed Universal Life, Annuities)</li><li>Life Insurance and Income Protection</li><li>College Savings Plans and Business Financial Solutions<br><br></li></ul>With over $3 trillion moving through the financial industry annually, we provide expert strategies to help clients make informed financial decisions.<br><br><strong>Position Overview<br><br></strong>As a <strong>Remote Financial Services Representative</strong>, 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.<br><br><strong>Key Responsibilities<br><br></strong><ul><li>Educate clients on financial strategies, including investments, insurance, and retirement planning</li><li>Assist individuals and families in developing personalized financial plans</li><li>Conduct client consultations and provide recommendations based on their goals</li><li>Build long-term client relationships through ongoing financial check-ins</li><li>Stay informed about industry trends and financial product offerings</li><li>Work independently while leveraging training and mentorship from industry professionals<br><br></li></ul><strong>Who We Are Looking For<br><br></strong><ul><li>Self-motivated individuals with an entrepreneurial mindset</li><li>Strong communication and relationship-building skills</li><li>Ability to work independently in a remote environment</li><li>A background in customer service, sales, or business development is a plus, but not required</li><li>Willingness to obtain a financial license (training and guidance provided)<br><br></li></ul><strong>Position Details<br><br></strong><ul><li>Flexible schedule – work part-time or full-time</li><li>Performance-based compensation structure with high earning potential</li><li>No prior financial experience required – full training provided</li><li>Supportive team environment with mentorship and ongoing development<br><br></li></ul><strong>Benefits<br><br></strong><ul><li>Work from home with flexible hours</li><li>Uncapped commissions and performance bonuses</li><li>401(k) with employer matching options</li><li>Health insurance options</li><li>Licensing assistance for qualified candidates</li><li>Career advancement opportunities<br><br></li></ul>This opportunity is ideal for individuals seeking a <strong>career shift, additional income, or a leadership role</strong> in financial services.<br><br><strong>Apply now to schedule an interview and learn more about building a career in financial services.<br><br></strong>Powered by JazzHR<br><br>QMnPrBgC2o

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