What are the responsibilities and job description for the Client Solution Representative position at Doepel Legacy Group?
About the Role
This entry-level role focuses on helping clients build a clear financial game plan —
including proper protection, early retirement strategies, debt elimination, and steps toward
home ownership. No financial background is required. Full training and licensing support are provided.
What You’ll Do
- Meet with clients to understand their goals and help create a personalized financial game plan
- Educate families on budgeting, protection planning, retirement strategies, and debt solutions
- Assist clients with organizing steps toward buying a home
- Provide excellent communication, follow-up, and customer service
- Attend scheduled trainings and follow the company’s development system
- Support senior specialists during client reviews and planning sessions
Requirements
- Willingness to follow a proven training and development system
- Ability to obtain required licenses (company-supported)
- Strong communication and customer service skills
- Positive attitude, dependable, and coachable
- Desire to help individuals and families improve their financial future
Licenses Provided & Supported
We provide support and training to help you obtain:
- Life Insurance License
- Investment Licenses: Series 6, 63, 26, 65
- Mortgage License
What We Provide
- Step-by-step training to build confidence and skills
- Licensing support and educational resources
- Professional development and leadership opportunities
- A supportive team environment designed for beginners
- Flexible work options and room to grow into a long-term career
Pay: $500.00 - $1,200.00 per week
Benefits:
- Flexible schedule
- Professional development assistance
- Work from home
Work Location: Hybrid remote in Concord, CA 94520
Salary : $500 - $1,200