Entry Level Financial Representative Job at Phx Legacy Inc, Concord, CA

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  • Phx Legacy Inc
  • Concord, CA

Job Description

Benefits:

Employee discounts

Flexible schedule

Training & development

About the Role

We are looking for friendly, motivated individuals who enjoy helping people and providing great

customer service. This is an entry-level consultant role with full training provided. You’ll learn how to

guide families through simple financial concepts, budgeting basics, and protection planning. No

experience is required — we provide all the education and support needed to succeed.

Training & Licensing Provided

We help team members earn the following licenses:

• Life Insurance License

• Investment Licenses: Series 6, 63, 26, 65

• Mortgage License

What You’ll Do

• Talk with clients to understand goals and provide basic financial guidance

• Help families review and update their financial game plan

• Provide simple education on budgeting and planning for the future

• Maintain strong customer service and follow-up

• Attend trainings and complete required certifications

• Build relationships through phone, Zoom, or in-person meetings

What We’re Looking For

• Friendly, positive attitude

• Good communication and people skills

• Reliable and organized

• Coachable and open to learning

• Interest in helping families improve their finances

What We Offer

• Full training and licensing support

• Flexible schedule (set your own hours)

• Remote work

• Opportunities for growth and leadership

• Supportive team environment

This is a remote position.

Job Tags

Remote work, Flexible hours,

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