Financial Services Agent

We’re not looking for perfect. We’re looking for purpose. At LegacyBridge Financial Group, we believe this work is bigger than sales. It’s about helping families protect what they’ve built, prepare for what’s ahead, and make better decisions for the people they love most.

Description

Some come into the financial industry with years of experience, and some come in with none at all. What matters most to us is not where you’ve been — it’s who you are, how you care about people, and whether you’re willing to grow. Our agents are trained to deliver multiple financial services, creating a true one-stop financial experience for every client.

Responsibilities

• Offer Life Insurance & Final Expense Planning
• Provide Health Insurance & Medicare Solutions
• Assist with Retirement Planning & Income Strategies
• Work with Annuities and Estate Planning
• Create Trusts & Asset Protection Strategies
• Prepare Legal Documents (wills, trusts, POA, etc.)
• Facilitate Business Funding & Personal Loans
• Provide Credit Repair & Business Credit Building Services
• Handle Tax Preparation & Strategies
• Offer Bookkeeping & Payroll Services
• Guide clients through Business Formation & Structuring
• Provide Notary Services

Requirements

• Must be a U.S. Citizen or Permanent Resident
• Coachable and willing to learn
• Strong desire to help others
• Driven to grow personally and financially

Why LegacyBridge

• Real mentorship (not just contracts)
• Multiple income streams
• One-stop service model
• Meaningful, purpose-driven work
• Opportunity to build something long-term

Come build with people who care. Come grow where your heart and your hustle both matter. This position is not for everyone we are really seeking people with high energy who are driven to do the right thing by others and who are self motivated and goal oriented. If this is you we want to speak with you and tell you about our program and how you can become a part of our growing family.

📩 Send your resume today: reachus@legacybridgefg.com