What are the responsibilities and job description for the Financial Services Representative (Sales and Related) position at Legacy Wealth Associates?
Our Motto : "Leave No Family Behind".
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 :
