What are the responsibilities and job description for the Remote Financial Counseling Representative position at PHX Legacy Inc?
Remote | Full-time or Part-time | No experience needed
What this role is about
We’re looking for people who enjoy working with others and want to grow. As a Financial Services Representative, you’ll help individuals and families get more organized with their finances, understand their options, and move toward a more stable future. No experience is needed — we’ll train you step by step.
What you’ll be doing
- Talk with clients and get to know their goals
- Help explain simple financial concepts in a clear way
- Support families with getting organized and on track
- Follow up to make sure clients feel taken care of
- Work with a team that’s focused on growth and helping people
- Join trainings to keep learning and improving
What we’re looking for
- Good communication and people skills
- Positive attitude
- Willing to learn (we’ll teach you everything)
- Self-motivated and reliable
- Customer service or people experience is a plus, not required
What you get
- Work from home
- Flexible schedule
- Training and support from day one
- Help getting licensed (life, investments, mortgage)
- Opportunity to grow into leadership if you want it
Licensing (we help you)
No license needed to start. We guide you through getting:
- Life License
- Securities Licenses (6, 63, 26, 65)
- Mortgage License
Why people like it here
We focus on helping families build better financial habits and long-term stability, while also helping our
team grow personally and professionally.
Salary : $1,500 - $1,800