Client Representative - No Cold Calling - Remote

Overview

Legacy Wealth Associates, LLC is currently seeking dedicated individuals for a flexible client support role within the financial services industry. This remote opportunity is designed for both full-time and part-time professionals who are passionate about helping others, developing their skills, and working in a growth-focused environment.

In Short

• Guide individuals and families through financial planning concepts and options
• Assist clients with understanding tools such as life insurance, annuities, retirement solutions, and long-term care planning
• Attend virtual trainings and development sessions to increase product knowledge and client service effectiveness
• Provide ongoing client education and support with professionalism and empathy
• Help meet the increasing demand for financial literacy and protection strategies

Requirements

• Self-driven, reliable, and coachable
• Passionate about serving others and making a difference
• Excellent communicators with a team-first mentality
• Comfortable using Zoom and other remote tools to connect with clients
• Open to learning new financial concepts (no prior experience necessary)

Benefits

• Independent contractor (1099)
• Commission-based compensation structure
• Monthly earnings potential: $10,000+ on average
• Schedule flexibility: work part-time or full-time
• Access to in-house training at no cost