Financial Services Professional

Remote | Full-Time or Part-Time | Training & Licensing Support Provided

About the role

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