Financial Services Representative at Legacy Builders Firm | CazVid
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Financial Services Representative
Legacy Builders Firm
Portland, Oregon, United States
$3,000 / wk
About Us:At Legacy Builders Firm, we specialize in providing life insurance and financial solutions that empower our clients to secure their future and protect their loved ones. We are currently seeking motivated individuals to join our team as part-time or full-time financial sales agents. We have partnerships with some of the strongest companies in the financial industry. Additionally, we have opportunities for those interested in leadership roles as potential brokers.Job Description:As a Financial Services Representative, you will work with clients to understand their financial needs and provide tailored insurance and financial solutions. Whether you’re looking for part-time flexibility or aiming to build a full-time career, this position offers the freedom to work from home, manage your own schedule, and achieve your income goals through a generous commission-based structure.Responsibilities:- Conduct virtual consultations with potential clients to assess their financial needs and goals.- Educate clients on available life insurance, retirement planning, and investment options.- Develop customized solutions that meet clients’ short-term and long-term financial objectives.- Maintain relationships with clients, providing ongoing support and guidance.- Achieve monthly sales targets and contribute to team goals.- Keep up-to-date with financial products, trends, and regulatory changes.- Leadership track: If interested in becoming a broker, work towards leadership opportunities and team-building roles.Qualifications:- Excellent communication and interpersonal skills.- Ability to work independently and meet performance goals.- Self-motivated with strong organizational and time-management skills.- Comfortable using technology for virtual meetings, CRM, and tracking sales activities.- Licensing in life insurance or willingness to obtain (assistance provided).- Leadership potential is a plus for those interested in broker roles.What We Offer:- Fully remote/hybrid position with flexible hours (Part-time and Full-time options available).- Competitive commission structure and bonuses.- Leadership opportunities for potential brokers.- Ongoing training and professional development.- Supportive, team-oriented environment.- Growth opportunities within the company.How to Apply:If you are passionate about helping others achieve financial security and are looking for a rewarding remote career opportunity, we would love to hear from you! We look forward to connecting with you soon.Benefits:Flexible scheduleTuition reimbursementWork from home