Provide guidance, support and education to folks facing retirement. You will be trained to use proprietary systems to guide clients in safeguarding their future. Legacy, backed by and The , you will receive training and support as you build a career and use h olistic planning and solutions for life, health and wealth.
- Meet with clients to determine their concerns and plans.
- Explain to potential clients the types of benefits, coverage, and investments available to them.
- Educate clients and answer questions about solutions, options and potential risks.
- Recommend solutions from a portfolio of over 200 options organized in propriatary software.
- Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
- Work well with a team of back office support.
- Maintain detailed records for client safety in our software.
- A teachable spirit, and thirst to learn.
- The ability to quickly establish rapport and build connections.
- Strong empathy and listening skills.
- Above average communication skills.
- Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
- Minimum education is a High School Diploma or GED
Our compensation plans are highly customizable and may be discussed directly with the agency owner.
USD $40,000.00 - USD $100,000.00 /Yr.