Financial Services Agent
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Job Location:
Clovis, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
4 days ago
Vacancies:
1 Vacancy
Job Summary
Financial Services Agent
Were not looking for perfect. Were looking for purpose. At LegacyBridge Financial Group we believe this work is bigger than sales. Its about helping families protect what theyve built prepare for whats ahead and make better decisions for the people they love most.
Description
Some come into the financial industry with years of experience and some come in with none at all. What matters most to us is not where youve been its who you are how you care about people and whether youre willing to grow.
Our agents are trained to deliver multiple financial services creating a true one-stop financial experience for every client.
Responsibilities
- Offer Life Insurance and amp; Final Expense Planning
- Provide Health Insurance and amp; Medicare Solutions
- Assist with Retirement Planning and amp; Income Strategies
- Work with Annuities and Estate Planning
- Create Trusts and amp; Asset Protection Strategies
- Prepare Legal Documents (wills trusts POA etc.)
- Facilitate Business Funding and amp; Personal Loans
- Provide Credit Repair and amp; Business Credit Building Services
- Handle Tax Preparation and amp; Strategies
- Offer Bookkeeping and amp; Payroll Services
- Guide clients through Business Formation and amp; Structuring
- Provide Notary Services
Requirements
- Must be a U.S. Citizen or Permanent Resident
- Coachable and willing to learn
- Strong desire to help others
- Driven to grow personally and financially
Why LegacyBridge
- Real mentorship (not just contracts)
- Multiple income streams
- One-stop service model
- Meaningful purpose-driven work
- Opportunity to build something long-term
Come build with people who care. Come grow where your heart and your hustle both matter.
This position is not for everyone we are really seeking people with high energy who are driven to do the right thing by others and who are self motivated and goal oriented. If this is you we want to speak with you and tell you about our program and how you can become a part of our growing family.
Send your resume today:
