What are the responsibilities and job description for the Client Representative (Finance & Customer Support) position at Legacy Wealth Associates?
Why Join Us?
As part of our firm, you’ll join a dynamic team of entrepreneurs, referral partners, and full-time financial consultants who are building their own businesses and practices, backed by the resources of Transamerica, a Fortune 500 company. We proudly partner with leading financial institutions such as Fidelity, Nationwide, Athene, and over 100 A-rated companies to deliver top-tier financial education and solutions to our clients.
Our business model is primarily remote, offering unlimited earning potential. Most team members begin part-time, balancing this role with their current commitments, with the flexibility to transition to full-time. As your career progresses, we provide access to bonuses, multiple income streams, stock options, world travel opportunities, and more. You will receive comprehensive weekly training and mentorship from experienced professionals, with fast-track leadership opportunities available for high performers.
What We Do
We offer a wide range of financial services, including:
We are seeking motivated individuals who are looking for:
You have the flexibility to start your career full-time or part-time, with many new team members beginning on a part-time or referral basis. Over the next 6 months, you will establish a strong foundation for success, potentially transitioning from a W2 role to full business ownership on our platform.
Expect to dedicate 10-20 hours per week during the initial training phase. You will manage your own schedule and complete the following:
Requirements
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As part of our firm, you’ll join a dynamic team of entrepreneurs, referral partners, and full-time financial consultants who are building their own businesses and practices, backed by the resources of Transamerica, a Fortune 500 company. We proudly partner with leading financial institutions such as Fidelity, Nationwide, Athene, and over 100 A-rated companies to deliver top-tier financial education and solutions to our clients.
Our business model is primarily remote, offering unlimited earning potential. Most team members begin part-time, balancing this role with their current commitments, with the flexibility to transition to full-time. As your career progresses, we provide access to bonuses, multiple income streams, stock options, world travel opportunities, and more. You will receive comprehensive weekly training and mentorship from experienced professionals, with fast-track leadership opportunities available for high performers.
What We Do
We offer a wide range of financial services, including:
- Retirement Planning
- 401K and IRA Rollovers
- Life Insurance Planning
- Fixed & Indexed Annuities
- Small Business Protection Plans
- Long-Term Care
- Wealth Preservation
- College Planning
- Estate Planning
We are seeking motivated individuals who are looking for:
- Remote, work-from-home opportunities
- A rewarding career change
- Additional income streams
- Business ownership and entrepreneurial opportunities
- Commission-based, residual, and passive income
- A career in the financial services sector
- Mentorship and professional development
- A passion for sales and relationship-building
You have the flexibility to start your career full-time or part-time, with many new team members beginning on a part-time or referral basis. Over the next 6 months, you will establish a strong foundation for success, potentially transitioning from a W2 role to full business ownership on our platform.
Expect to dedicate 10-20 hours per week during the initial training phase. You will manage your own schedule and complete the following:
- Obtain your Life and Health License
- Attend weekly virtual and field training sessions
- Build and market the foundation of your business
- Develop lead-generation systems and a business plan
Requirements
- Clean background check and record
- U.S. citizen with a valid Social Security number
- Minimum age of 18
- High level of integrity and a strong moral compass
- Ability to complete required licensing within 30 days
- Engage with clients to understand their financial goals and needs
- Educate clients on tax-free wealth-building strategies and life insurance solutions
- Collaborate with mentors to develop tailored financial plans
- Provide personalized financial recommendations to clients
- Foster long-term client relationships built on trust and clear communication
- Stay informed on industry trends and regulatory changes
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