Legacy Financial Consulting is a financial services company. We provide comprehensive financial solutions to individuals and businesses to help them achieve their financial goals. With a focus on personalized service and expertise in financial planning, investment management, and retirement planning, we strive to provide our clients with the best financial advice and guidance.
Role Description
This is a remote role for a Financial Services Consultant. As a Financial Services Consultant, you will be responsible for providing financial advice and guidance to clients, analyzing their financial situations, and recommending appropriate financial strategies and solutions. You will collaborate with clients to develop customized financial plans and provide ongoing support to help them navigate financial challenges and achieve their goals. Additionally, you will stay updated on financial market trends and regulatory changes to ensure clients receive accurate and up-to-date information.
Qualifications
Analytical Skills: Ability to analyze financial data, identify trends, and make informed recommendations.
Finance: Strong understanding of financial concepts, including investments, insurance, taxation, and retirement planning.
Financial Services: Knowledge of financial products and services.
Consulting: Experience in providing financial advice and consulting services to clients.
Communication: Excellent communication and interpersonal skills to effectively communicate and build client relationships.
Compensation
Fully commission based
Bonuses & incentives
Residual income
Industry high payouts
You own your book - maintain control over your accounts, policy records, and renewals.
Relevant skills and qualifications that would be beneficial for this role include a bachelor's degree in finance, economics, or a related field, experience working in the financial services industry or customer service field. Strong attention to detail, problem-solving skills, and the ability to work independently and as a team are also desired.
Employment type
Full-time
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