Financial Services Professional

Job Description

Job Title: Financial Advisor / Financial Services Representative

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Company: Crowned Legacy Group

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Employment Type: Full-time / Part-time

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Location: Remote

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About Crowned Legacy Group

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At Crowned Legacy Group, we are dedicated to helping individuals, families, and business owners achieve true financial freedom. We provide customized financial consultation, wealth preservation tactics, and legacy-building strategies tailored to our clients' specific goals. Our mission is to educate, empower, and equip our community with the tools needed to build lasting financial independence.

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Position Overview

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We are seeking a driven, ambitious, and client-focused Financial Professional to join our growing team. In this role, you will work closely with clients to evaluate their financial situation, identify their long-term goals, and implement tailored financial plans. You will serve as a trusted guide in debt management, retirement planning, insurance strategies, and wealth accumulation.

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Key Responsibilities

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• Client Consultation: Conduct initial financial assessments and needs analyses for individuals and small business owners.
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• Strategy & Planning: Develop and present comprehensive financial plans, including wealth accumulation, retirement strategies, income protection, and estate planning concepts.
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• Relationship Management: Build and maintain long-term relationships with clients through regular check-ins, policy reviews, and financial plan updates.
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• Education & Guidance: Educate clients on financial literacy, budgeting, debt reduction, and investment concepts in a clear, accessible manner.
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• Business Development: Prospect and network to generate new client relationships through referrals, community involvement, and professional events.
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Qualifications

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• Strong interest in personal finance, financial planning, or wealth management.
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• Relevant state financial licenses (e.g., Life & Health Insurance license) or a willingness to obtain them during onboarding.
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• Exceptional communication, interpersonal, and active-listening skills.
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• High degree of integrity, professionalism, and ethical judgment.
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• Entrepreneurial mindset with strong self-motivation and time management skills.
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What We Offer

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• Comprehensive training and mentorship from experienced industry leaders.
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• Flexible work schedule with remote/hybrid arrangements.
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• Competitive commission structure with performance-based bonuses and residual income potential.
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• Fast-track career advancement opportunities into leadership and agency development.
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