About Legacy Assurance Group

Legacy Assurance Group is a dedicated financial services firm specializing in providing tailored insurance and annuity solutions. We offer various life insurances and annuities including Indexed Universal Life Insurance (IUL) and Fixed Indexed Annuities (FIA) to help individuals, families, and small businesses achieve their financial goals. Our experienced team is committed to delivering personalized guidance and support through our financial services.

About the Role

As a Finance Advocate at Legacy Assurance Group, you will play a pivotal role in helping clients secure their financial future. You will leverage your expertise to provide comprehensive financial solutions, including IUL and FIA products, tailored to individual needs. Your role will involve building strong client relationships, educating them on complex financial concepts, and guiding them towards achieving their long-term goals.

Benefits and Perks:

Fully Remote Work: Enjoy the flexibility of working from anywhere.

No Cold Calling or Door-to-Door Sales: Focus on building genuine client relationships.

No Overhead: Minimize expenses and maximize earnings.

Flexible Lifestyle: Balance work and personal commitments.

Career Advancement Opportunities: Advance your career with ongoing training and support.

Comprehensive Training: Learn from industry experts and develop your skills.

Paychecks (1099 Form): Receive regular income based on performance

Mentorship and Coaching: Receive guidance from experienced professionals.

Work-Life Balance: Prioritize your well-being and maintain a healthy work-life balance.

Recognition and Awards: Celebrate your achievements and be rewarded for your hard work.

Supportive Community: Connect with like-minded individuals and build lasting relationships.

Personal and Professional Growth: Develop your skills and reach your full potential.

Responsibilities:

* Conduct in-depth financial needs assessments to identify client objectives.

* Educate clients on the benefits and intricacies of various types of insurance and annuities including IUL and FIA products.

* Develop and implement personalized financial plans aligned with client goals.

* Process applications and maintain accurate client records.

* Build and maintain strong client relationships through exceptional service.

* Stay up-to-date on industry trends, regulations, and product developments.

* Mentor and train junior team members.

Qualifications

*Must be at least 18 years old. No college degree necessary

*Strong interpersonal, communication, and marketing skills

*Proven ability to build rapport and trust with clients

*Excellent organizational and time management skills

*Strong problem-solving and analytical skills

*A passion for helping others and making a positive impact

*Results-driven with a keen eye for detail

*Must have a US driver’s license; authorized to work in the US

If you are a highly motivated individual with a strong work ethic and a desire to make a difference, we encourage you to apply.