New Legacy Partners, LLC · 19 hours ago
Financial Services Agent - Licensing Provided
United States
Full-time
Remote
New Grad, Entry LevelNew Legacy Partners, LLC is focused on providing financial services with an emphasis on life insurance and investments. They are seeking motivated individuals to join their team as Financial Services Agents, where the primary responsibilities include educating clients on financial products, maintaining client relationships, and recruiting and training new representatives.
Financial Services
Responsibilities
Help clients with financial services, focusing on life insurance and investments
Explain insurance products
Tailor solutions
Educate clients on budgeting and debt management
Maintain strong client relationships through follow-ups
Recruit and train new representatives
Qualification
Required
Must be 18 years or older
Must be able to pass a background check for licensing
Strong Customer Service skills to effectively build and maintain client relationships
Excellent communication and interpersonal abilities
Ability to work collaboratively in a professional, client-focused environment
Smartphone or computer with internet access
Authorized to work in the U.S
Benefits
Training, mentorship, and licensing guidance
Company
New Legacy Partners, LLC
Our agents help clients with financial services, focusing on life insurance and investments to ensure financial security.
Founded in 2013
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase