Entry Level Financial Representative

Company Description

At Build Your Legacy Now, we are more than a financial services company—we are a movement dedicated to empowering individuals and families to achieve financial independence and long-lasting security. Our mission is to provide individuals from diverse backgrounds with the tools and knowledge needed to build thriving financial services businesses, ensuring every family has access to the guidance they need for a secure and prosperous future.

We believe financial literacy and access to personalized financial strategies should be universal. That’s why we partner with aspiring financial entrepreneurs, equipping them with resources, training, and support to deliver exceptional service to their clients. By fostering a culture of empowerment, integrity, and personal growth, we aim to create a ripple effect that positively impacts not only our clients but also their communities and future generations.

Through personalized, client-centered interactions, we take the time to understand where our clients are today and where they aspire to be. By bridging that gap, we help build strong financial foundations, offering peace of mind for life’s most significant events. Whether it’s preparing for retirement, safeguarding a family’s future, or building wealth, Build Your Legacy Now is dedicated to helping clients make informed decisions and achieve their goals with confidence.

At the heart of everything we do is our unwavering commitment to creating legacies that last for generations, one family at a time.

Role Description: Entry Level Financial Sales Position (Remote)

We are looking for a motivated individual to join our team in an Entry Level Financial Sales Position. In this fully remote role, you will connect with clients through Zoom, build meaningful relationships, and provide tailored financial solutions that empower them to achieve long-term security. As a creative problem-solver with strong analytical and interpersonal skills, you’ll thrive in a fast-paced environment where trust and personalized service drive success. By fostering strong connections with clients, you’ll build lasting partnerships that deliver real value for their financial futures.

Key Responsibilities

• Conduct virtual consultations to understand clients’ financial needs and goals
• Recommend customized life insurance and annuity solutions that align with client objectives
• Build and maintain long-term client relationships
• Use innovative thinking to address challenges and provide personalized solutions
• Deliver professional, client-focused service in every interaction

QualificationsRequired Skills and Experience

• Exceptional communication and interpersonal skills
• Proven sales and negotiation abilities
• Solid understanding of financial products and services
• Self-motivated with the ability to work both independently and collaboratively
• Strong organizational and time-management skills
• Proficiency in Microsoft Office Suite
• Ability to work with diverse client needs and adapt to varying levels of financial understanding
• Experience in managing and nurturing client relationships over time
• Ability to handle objections professionally and maintain persistence in sales efforts
• Comfort with technology, including video conferencing tools and CRM software

Additional Qualifications

• Detail-oriented with a focus on accuracy in documentation and processes
• Ability to handle confidential and sensitive information with professionalism
• Strong decision-making skills and ability to manage multiple tasks simultaneously
• Ability to work under pressure and meet sales targets
• A basic understanding of taxes, retirement planning, and estate planning principles is a plus

Preferred Experience

• Active Life Producer’s License
• Previous experience in sales or financial services, particularly in insurance or wealth management
• Knowledge of annuities, long-term care insurance, or other supplemental insurance products is a plus

Personal Qualities

• Integrity, reliability, and a caring attitude
• A natural listener and effective communicator
• Ambitious, with the heart of a teacher and the vision of a leader
• Positive, relatable, and passionate about helping others
• Dedicated to making a meaningful impact
• Professional in appearance and demeanor
• A lifelong learner with a growth mindset and a desire to continually improve

Compensation

This position is commission-based, with competitive earning potential:

• Part-Time: $45,000–$60,000 (average)
• Full-Time: $97,000–$145,000 (average)

Why Join Us?

At Build Your Legacy Now, we offer:

• Work-life balance: You design your own schedule
• Competitive compensation: Unlimited earning potential
• Fully remote work: Conduct client meetings via Zoom
• Career growth: Opportunities for professional development and advancement
• Diverse teamwork: Collaborate with a supportive and inclusive team
• Company culture: Celebrate achievements with team events and gatherings
• If you’re passionate about helping others secure their financial futures and ready to make a difference, we invite you to join Build Your Legacy Now. Let’s build legacies together!