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Financial Planning Agent Opportunity – Join Our Growing Team

Legacy Financial Planning is actively seeking motivated and driven individuals to join our team as Financial Planning Agents. We are highly selective in our hiring process, as we are committed to building a team of professionals who are dedicated to growth, excellence, and client success.

What We Offer:

  • Full investment in your professional development, including paid training
  • Licensing support to help you get started in the industry
  • Personalized 1-on-1 mentorship after obtaining your license
  • Proven sales scripts and structured guidance
  • Access to a comprehensive CRM system to manage and track your client data
  • A supportive environment focused on long-term career growth

What We’re Looking For:

  • Must be 18 years of age or older
  • Availability to commit a minimum of 40+ hours per week
  • Strong work ethic and willingness to learn
  • Sales experience is preferred, but not required
  • Excellent communication skills and a professional attitude
  • Self-motivated, disciplined, and goal-oriented individuals

We are not looking for individuals who lack commitment or consistency. Our team is built on accountability, effort, and a drive to succeed. We are seeking individuals who are coachable, trainable, and ready to put in the work.

In return, we are committed to developing you into a top-performing professional. We provide the tools, training, and mentorship needed to help you succeed—we simply ask that you bring the effort and determination.

If you are ready to take the next step in your career and join a company that invests in your success, we encourage you to apply.

Pay: $10,000.00 - $50,000.00 per month

Benefits:

  • Flexible schedule
  • Work from home

Work Location: Remote

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