What are the responsibilities and job description for the Entry Level Financial Representative position at Phx Legacy Inc?
About the RoleWe are looking for friendly, motivated individuals who enjoy helping people and providing greatcustomer service. This is an entry-level consultant role with full training provided. You’ll learn how toguide families through simple financial concepts, budgeting basics, and protection planning. Noexperience is required — we provide all the education and support needed to succeed.Training & Licensing ProvidedWe help team members earn the following licenses:• Life Insurance License• Investment Licenses: Series 6, 63, 26, 65• Mortgage LicenseWhat You’ll Do• Talk with clients to understand goals and provide basic financial guidance• Help families review and update their financial game plan• Provide simple education on budgeting and planning for the future• Maintain strong customer service and follow-up• Attend trainings and complete required certifications• Build relationships through phone, Zoom, or in-person meetingsWhat We’re Looking For• Friendly, positive attitude• Good communication and people skills• Reliable and organized• Coachable and open to learning• Interest in helping families improve their financesWhat We Offer• Full training and licensing support• Flexible schedule (set your own hours)• Remote work • Opportunities for growth and leadership• Supportive team environment
Salary : $500 - $1,000