What are the responsibilities and job description for the Entry Level Financial Services Representative position at Legado Financial Solutions?
Company Description
Legado Financial Solutions is committed to helping individuals and families build a strong financial future through education, protection, and long-term planning. We focus on making financial concepts simple and practical so people can eliminate debt, grow wealth, and create lasting financial legacies.
Role Description
We are expanding and looking for motivated individuals who are open to a part-time or full-time opportunity in financial services.
This is an entry-level position with training provided. No prior experience in finance is required. Licensing support is available for qualified candidates.
In this role, you may:
• Work with individuals and families to review basic financial concepts
• Assist clients with protection and financial planning needs
• Develop communication, leadership, and business skills
• Build a flexible income stream with long-term growth potential
• Work independently with mentorship and team support
Who This Is For
We are looking for individuals who are:
• Coachable and motivated to learn
• Interested in personal and professional growth
• Comfortable working with people
• Open to a flexible schedule (part-time or full-time)
• Willing to become licensed if selected
Additional Information
• Training and mentorship provided
• Flexible schedule available
• Performance-based compensation
• No prior experience required
If this sounds like a fit, apply and we will follow up with the next steps to schedule a brief introductory conversation.