Remote Financial Services Representative | No Experience Required | Flexible Schedule
Posted 2025-04-05Location: 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.
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