Financial Services Agent
About the role
We're Not Looking for Perfect. We're Looking for Purpose. Some people come into the financial industry with years of experience. Some come in with none at all. What matters most to us is not where you've been — it's who you are, how you care about people, and whether you're willing to grow.
What Makes Us Different Is How We Serve
We don't just offer one solution — we train our agents to deliver multiple financial services, creating a true one-stop financial experience for every client.
What You'll Learn
- Life Insurance & Final Expense Planning
- Health Insurance & Medicare Solutions
- Retail Planning & Income Strategies
- Annuities
- Estate Planning & Wealth Transfer
- Trust Creation & Asset Protection
- Legal Document Preparation (wills, trusts, POA, etc.)
- Business Funding & Personal Loans
- Credit Repair & Business Credit Building
- Tax Preparation & Tax Strategies
- Bookkeeping & Payroll Services
- Business Formation & Structuring
- Notary Services
Training & Support
You will be taught everything you need to move through each training with ease. We will assist you in obtaining your state licenses and certifications so you can confidently step into this industry. Everyone starts with Income Tax Preparation. From there, you can expand your services based on your goals:
- Notary Public
- Property & Casualty (P&C)
- Annuities
- Legal Document Preparation
- And more...
Who We're Looking For
We're looking for new and seasoned agents who want more than a commission check. Coachable and willing to learn, strong desire to help others, driven to grow personally and financially.
Requirements
- Must be a U.S. Citizen or Permanent Resident
Contact
To apply, send your resume today: reachus@legacybridgefg.com