Job Details

Location: Remote
Job Type: Full-time / Part-time
Compensation: Commission-based + Bonuses

Join Our Team as a Client Advocate - Work from Home Financial Services – Empowering Financial Success!

Are you passionate about helping people secure their financial future? Do you have a natural ability to build relationships and provide exceptional service? If so, we want you to join our growing team as a Client Advocate - Work from Home Financial Services at Legacy Wealth Associates!

About Us:

At Legacy Wealth Associates, we are dedicated to helping families build tax-free wealth, cash flow, and a legacy that lasts for generations. We specialize in offering innovative financial strategies, including life insurance, long-term care insurance, annuities, and investments. Our mission is to empower clients with the knowledge and tools they need to achieve financial freedom.

Role Overview:

As a Client Advocate - Work from Home Financial Services, you will play a key role in helping clients identify and implement financial strategies that align with their goals. You will be the trusted guide for families looking to protect their assets and secure their financial futures. Whether you're building new relationships or nurturing existing ones, your role will be crucial in providing personalized financial solutions to meet diverse needs.

Key Responsibilities:

• Client Engagement: Build and maintain strong relationships with clients through phone, video, and in-person consultations.
• Financial Planning: Assess clients' financial situations, needs, and goals, providing tailored solutions using innovative financial products.
• Education & Support: Educate clients on a variety of financial strategies, including life insurance, annuities, investments, and tax-free wealth building.
• Ongoing Communication: Follow up regularly with clients to ensure they are satisfied with their plans and to provide ongoing support.
• Personal Growth: Continuously expand your knowledge of financial products and strategies, staying up-to-date with industry trends.

What We're Looking For:

• Customer-Oriented Mindset: A passion for helping people and understanding their needs.
• Strong Communication Skills: Ability to connect with individuals from all walks of life and explain complex financial concepts simply and effectively.
• Self-Motivation: Drive to work independently while managing your schedule and workload.
• Sales Experience (Preferred): Experience in sales or customer service is a plus, but not required.
• No Financial Experience Needed: We provide full training to help you succeed in the financial services industry.

Why Join Us?

• Flexible Schedule: Work from home and set your own hours.
• Uncapped Earning Potential: Enjoy a commission-based structure with bonuses for high performance.
• Training & Support: Receive ongoing training and mentorship to help you grow in your career.
• Career Advancement: Take advantage of opportunities to advance within a rapidly growing organization.

How to Apply:

If you're ready to take your career to the next level and make a real difference in the lives of clients, apply today! We look forward to helping you build a fulfilling career in the financial services industry.

Apply Now to join the Legacy Wealth Associates team as a Client Advocate - Work from Home Financial Services!