Financial Services Agent

Full-time

LegacyBridge Financial Group

Financial Services Agent

Were not looking for perfect. Were looking for purpose. At LegacyBridge Financial Group we believe this work is bigger than sales. Its about helping families protect what theyve built prepare for whats ahead and make better decisions for the people they love most.

Description

Some come into the financial industry with years of experience and some come in with none at all. What matters most to us is not where youve been its who you are how you care about people and whether youre willing to grow.

Our agents are trained to deliver multiple financial services creating a true one-stop financial experience for every client.

Responsibilities

Offer Life Insurance & Final Expense Planning
Provide Health Insurance & Medicare Solutions
Assist with Retirement Planning & Income Strategies
Work with Annuities and Estate Planning
Create Trusts & Asset Protection Strategies
Prepare Legal Documents (wills trusts POA etc.)
Facilitate Business Funding & Personal Loans
Provide Credit Repair & Business Credit Building Services
Handle Tax Preparation & Strategies
Offer Bookkeeping & Payroll Services
Guide clients through Business Formation & Structuring
Provide Notary Services

Requirements

Must be a U.S. Citizen or Permanent Resident
Coachable and willing to learn
Strong desire to help others
Driven to grow personally and financially

Why LegacyBridge

Real mentorship (not just contracts)
Multiple income streams
One-stop service model
Meaningful purpose-driven work
Opportunity to build something long-term

Come build with people who care. Come grow where your heart and your hustle both matter.

This position is not for everyone we are really seeking people with high energy who are driven to do the right thing by others and who are self motivated and goal oriented. If this is you we want to speak with you and tell you about our program and how you can become a part of our growing family.

Send your resume today:

Required Experience:

Unclear Seniority

Apply

Vacancy posted a month ago

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