What are the responsibilities and job description for the Client Protection Representative (Entry Level / Remote) position at Phx Legacy Inc?
Client Protection Representative (Entry-Level | Remote)About the Role:We are looking for motivated, coachable individuals to join our team as Client ProtectionRepresentatives. This entry-level position focuses on guiding clients through a clear financial road map,providing step-by-step coaching, and helping them implement proper protection strategies. No prior experience is required—training and licensing support are provided.Key Responsibilities:- Meet with clients remotely to understand goals and create a customized financial protection road map.- Coach clients step-by-step through planning, protection, and long-term strategies.- Educate clients on topics such as income protection, savings, investments, and mortgage readiness.- Support clients in implementing solutions aligned with their goals.- Work collaboratively with leadership for ongoing coaching and mentorship.Requirements:- Must follow and complete the 30-day training module.- Must attend all required team trainings.- Must be willing and committed to obtaining the first required license within 30 days.- Strong communication and people skills.- Self-driven, dependable, and coachable.- Ability to work remotely and manage time effectively.- No prior background required—full training provided.What We Provide:- Paid training after meeting initial qualification milestones.- Licensing guidance for Life, Investment, and Mortgage certifications.- Step-by-step coaching and mentorship.- A supportive team environment focused on growth.- Clear room for advancement and leadership opportunities.- Flexible, remote work structure.
Salary : $800 - $1,500