Entry Level Financial Representative
Company Description
At Build Your Legacy Now, we are more than a financial services companywe are a movement dedicated to empowering individuals and families to achieve financial independence and long-lasting security. Our mission is to provide individuals from diverse backgrounds with the tools and knowledge needed to build thriving financial services businesses, ensuring every family has access to the guidance they need for a secure and prosperous future.
We believe financial literacy and access to personalized financial strategies should be universal. Thats why we partner with aspiring financial entrepreneurs, equipping them with resources, training, and support to deliver exceptional service to their clients. By fostering a culture of empowerment, integrity, and personal growth, we aim to create a ripple effect that positively impacts not only our clients but also their communities and future generations.
Through personalized, client-centered interactions, we take the time to understand where our clients are today and where they aspire to be. By bridging that gap, we help build strong financial foundations, offering peace of mind for lifes most significant events. Whether its preparing for retirement, safeguarding a familys future, or building wealth, Build Your Legacy Now is dedicated to helping clients make informed decisions and achieve their goals with confidence.
At the heart of everything we do is our unwavering commitment to creating legacies that last for generations, one family at a time.
Role Description: Entry Level Financial Sales Position (Remote)
We are looking for a motivated individual to join our team in an Entry Level Financial Sales Position. In this fully remote role, you will connect with clients through Zoom, build meaningful relationships, and provide tailored financial solutions that empower them to achieve long-term security. As a creative problem-solver with strong analytical and interpersonal skills, youll thrive in a fast-paced environment where trust and personalized service drive success. By fostering strong connections with clients, youll build lasting partnerships that deliver real value for their financial futures.
Key Responsibilities
Conduct virtual consultations to understand clients financial needs and goals
Recommend customized life insurance and annuity solutions that align with client objectives
Build and maintain long-term client relationships
Use innovative thinking to address challenges and provide personalized solutions
Deliver professional, client-focused service in every interaction
QualificationsRequired Skills and Experience
Exceptional communication and interpersonal skills
Proven sales and negotiation abilities
Solid understanding of financial products and services
Self-motivated with the ability to work both independently and collaboratively
Strong organizational and time-management skills
Proficiency in Microsoft Office Suite
Ability to work with diverse client needs and adapt to varying levels of financial understanding
Experience in managing and nurturing client relationships over time
Ability to handle objections professionally and maintain persistence in sales efforts
Comfort with technology, including video conferencing tools and CRM software
Additional Qualifications
Detail-oriented with a focus on accuracy in documentation and processes
Ability to handle confidential and sensitive information with professionalism
Strong decision-making skills and ability to manage multiple tasks simultaneously
Ability to work under pressure and meet sales targets
A basic understanding of taxes, retirement planning, and estate planning principles is a plus
Preferred Experience
Active Life Producers License
Previous experience in sales or financial services, particularly in insurance or wealth management
Knowledge of annuities, long-term care insurance, or other supplemental insurance products is a plus
Personal Qualities
Integrity, reliability, and a caring attitude
A natural listener and effective communicator
Ambitious, with the heart of a teacher and the vision of a leader
Positive, relatable, and passionate about helping others
Dedicated to making a meaningful impact
Professional in appearance and demeanor
A lifelong learner with a growth mindset and a desire to continually improve
Compensation
This position is commission-based, with competitive earning potential:
Part-Time: $45,000$60,000 (average)
Full-Time: $97,000$145,000 (average)
Why Join Us?
At Build Your Legacy Now, we offer:
Work-life balance: You design your own schedule
Competitive compensation: Unlimited earning potential
Fully remote work: Conduct client meetings via Zoom
Career growth: Opportunities for professional development and advancement
Diverse teamwork: Collaborate with a supportive and inclusive team
Company culture: Celebrate achievements with team events and gatherings
If youre passionate about helping others secure their financial futures and ready to make a difference, we invite you to join Build Your Legacy Now. Lets build legacies together!
Apply Now
At Build Your Legacy Now, we are more than a financial services companywe are a movement dedicated to empowering individuals and families to achieve financial independence and long-lasting security. Our mission is to provide individuals from diverse backgrounds with the tools and knowledge needed to build thriving financial services businesses, ensuring every family has access to the guidance they need for a secure and prosperous future.
We believe financial literacy and access to personalized financial strategies should be universal. Thats why we partner with aspiring financial entrepreneurs, equipping them with resources, training, and support to deliver exceptional service to their clients. By fostering a culture of empowerment, integrity, and personal growth, we aim to create a ripple effect that positively impacts not only our clients but also their communities and future generations.
Through personalized, client-centered interactions, we take the time to understand where our clients are today and where they aspire to be. By bridging that gap, we help build strong financial foundations, offering peace of mind for lifes most significant events. Whether its preparing for retirement, safeguarding a familys future, or building wealth, Build Your Legacy Now is dedicated to helping clients make informed decisions and achieve their goals with confidence.
At the heart of everything we do is our unwavering commitment to creating legacies that last for generations, one family at a time.
Role Description: Entry Level Financial Sales Position (Remote)
We are looking for a motivated individual to join our team in an Entry Level Financial Sales Position. In this fully remote role, you will connect with clients through Zoom, build meaningful relationships, and provide tailored financial solutions that empower them to achieve long-term security. As a creative problem-solver with strong analytical and interpersonal skills, youll thrive in a fast-paced environment where trust and personalized service drive success. By fostering strong connections with clients, youll build lasting partnerships that deliver real value for their financial futures.
Key Responsibilities
Conduct virtual consultations to understand clients financial needs and goals
Recommend customized life insurance and annuity solutions that align with client objectives
Build and maintain long-term client relationships
Use innovative thinking to address challenges and provide personalized solutions
Deliver professional, client-focused service in every interaction
QualificationsRequired Skills and Experience
Exceptional communication and interpersonal skills
Proven sales and negotiation abilities
Solid understanding of financial products and services
Self-motivated with the ability to work both independently and collaboratively
Strong organizational and time-management skills
Proficiency in Microsoft Office Suite
Ability to work with diverse client needs and adapt to varying levels of financial understanding
Experience in managing and nurturing client relationships over time
Ability to handle objections professionally and maintain persistence in sales efforts
Comfort with technology, including video conferencing tools and CRM software
Additional Qualifications
Detail-oriented with a focus on accuracy in documentation and processes
Ability to handle confidential and sensitive information with professionalism
Strong decision-making skills and ability to manage multiple tasks simultaneously
Ability to work under pressure and meet sales targets
A basic understanding of taxes, retirement planning, and estate planning principles is a plus
Preferred Experience
Active Life Producers License
Previous experience in sales or financial services, particularly in insurance or wealth management
Knowledge of annuities, long-term care insurance, or other supplemental insurance products is a plus
Personal Qualities
Integrity, reliability, and a caring attitude
A natural listener and effective communicator
Ambitious, with the heart of a teacher and the vision of a leader
Positive, relatable, and passionate about helping others
Dedicated to making a meaningful impact
Professional in appearance and demeanor
A lifelong learner with a growth mindset and a desire to continually improve
Compensation
This position is commission-based, with competitive earning potential:
Part-Time: $45,000$60,000 (average)
Full-Time: $97,000$145,000 (average)
Why Join Us?
At Build Your Legacy Now, we offer:
Work-life balance: You design your own schedule
Competitive compensation: Unlimited earning potential
Fully remote work: Conduct client meetings via Zoom
Career growth: Opportunities for professional development and advancement
Diverse teamwork: Collaborate with a supportive and inclusive team
Company culture: Celebrate achievements with team events and gatherings
If youre passionate about helping others secure their financial futures and ready to make a difference, we invite you to join Build Your Legacy Now. Lets build legacies together!
Apply Now