Summary: Join a mission-driven team to educate clients on financial principles, guide them with wealth-building strategies, and foster long-term relationships while growing professionally. Highlights: 1. Empower clients through financial education and customized strategies 2. Build trust-based client relationships with mentorship 3. Opportunity to make a generational impact and grow professionally Financial Services Professional (Remote | Flexible | Training Provided) 📍 Remote | 🕒 Full-Time or Part-Time | 🎓 Training & Licensing Support Provided Are you passionate about making a difference in people’s lives? We’re seeking purpose-driven individuals to join our growing team at Legacy Overflow. Our mission is to help families dream again, grow their wealth, and protect their legacy—while empowering our team to live with balance, abundance, and purpose. RESPONSIBILITIES: -Educate clients on financial principles to empower confident decision-making -Guide clients with customized retirement and wealth-building strategies -Build long-term, trust-based client relationships -Grow personally and professionally through mentorship and training REQUIREMENTS: -Passionate about serving others and making a generational impact -Strong communication & interpersonal skills -Self-motivated, coachable, and driven to grow -Licensed (or willing to become licensed) in life/health insurance and/or securities -No prior experience required—we provide training & mentorship -Must pass company, state, and federal background checks BENEFITS: ✅ 100% Remote & Flexible Schedule ✅ Comprehensive Training & Mentorship Provided ✅ Impact Lives While Building Your Own Financial Future ✅ Growth Opportunities in a Mission-Driven Team 💡 If you’re ready to make a meaningful impact while building overflow in purpose, finances, and legacy, we’d love to connect. 📩 Apply today by submitting your resume
Craigslist · HR
Craigslist · HR
