Financial Services Professional (Remote | Flexible | Training Provided)
📍 Remote | 🕒 Full-Time or Part-Time | 🎓 Training & Licensing Support Provided
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:
âś… 100% Remote & Flexible Schedule
âś… Comprehensive Training & Mentorship Provided
âś… Impact Lives While Building Your Own Financial Future
âś… Growth Opportunities in a Mission-Driven Team
💡 If you’re ready to make a meaningful impact while building overflow in purpose, finances, and legacy, we’d love to connect.
đź“© Apply today by submitting your resume