What are the responsibilities and job description for the Financial Services Professional position at Legaci Tomorrow Insurance and Financial Services?
Financial Services Professional
LEGACI Tomorrow | Job Posting
Company: LEGACI Tomorrow
Location: Sacramento, CA | In-Person / Hybrid
Job Type: Full-Time
Experience Level: Entry Level - Experienced
About Us
LEGACI Tomorrow is a client first financial services firm dedicated to helping individuals, families, and organizations build lasting financial security. Our team of experienced professionals is united by one mission: to help ensure every client has the protection and peace of mind they deserve. We believe that life insurance isn’t just a product, it’s a promise, and we take that promise seriously.
The Opportunity
We are seeking a driven, compassionate Life Insurance Agent to join the LEGACI Tomorrow team. This is a career built on purpose, helping families protect their income, secure their futures, and leave a lasting legacy for the people they love most. You’ll receive mentorship from seasoned professionals, access to industry-leading products, and the full support of a team that is invested in your long-term success.
What You’ll Do
• Prospect and develop a client base through referrals, networking, and community outreach
• Conduct thorough needs assessments to understand each client’s coverage goals and financial situation
• Present and recommend appropriate life insurance solutions across a suite of products
• Guide clients through the application and underwriting process from start to finish
• Build and maintain long-term client relationships through consistent follow-up and annual policy reviews
• Stay current on product offerings, industry regulations, and best practices
• Meet and exceed individual sales goals and activity metrics
What We’re Looking For
• Excellent communication and relationship-building skills
• A genuine desire to help people and make a meaningful impact
• Self-starter mentality with strong organizational and time management skills
• Prior experience in financial services, or sales preferred but not required
• Bachelor’s degree preferred but not required
• Active state life & health insurance license or willingness to obtain prior to start (support provided)
• FINRA Series 6 or 7 a plus but not required (support provided)
What We Offer
• Competitive commission-based compensation with performance bonuses
• Licensing exam support and study resources
• Hands-on mentorship from experienced agents and leadership
• Access to a broad portfolio of life insurance and financial products
• A positive, team-oriented culture focused on growth and impact
• Flexible scheduling with independence to build your own practice
• Clear advancement path into wealth management, and agency leadership roles
Why LEGACI Tomorrow?
At LEGACI Tomorrow, we believe the work we do goes beyond a policy, it’s about helping to build legacies that last generations. Our agents don’t just sell insurance; they become trusted advisors in the lives of the families they serve. If you’re looking for a career with purpose, earning potential, and a team that genuinely has your back, LEGACI Tomorrow is where you belong.
How to Apply
Click “Apply” to submit your resume, or contact us directly at AContreras@legacitomorrow.com. We’d love to connect and tell you more about what a career at LEGACI Tomorrow looks like.
LEGACI Tomorrow is an equal opportunity employer.