What are the responsibilities and job description for the Customer Service Specialist position at Legacy Wealth Associates?
Job Description
Job Description
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 :
- 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
Who We’re Looking For
We are seeking motivated individuals who are looking for :
Responsibilities & Training Program
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 :
Throughout this process, you will be guided by experienced mentors who will support your growth and help you become independent.
Requirements
Key Responsibilities
If you are passionate about building a flexible, entrepreneurial career in the financial services industry, we invite you to apply and join our team.
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