Financial Services Agent

Posted 4 days ago

ross alliancesPhoenix (AZ)

Personal Financial AdvisorsInsurance Agencies and Brokerages

SENIORITY

Mid

About the role

Master Recruiting AD (Full Version) We're Not Looking for Perfect. We're Looking for Purpose Some people come into the financial industry with years of experience. 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. 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. What Makes Us Different Is How We Serve We don't just offer one solution – we train our agents to deliver multiple financial services, creating a true one-stop financial experience for every client. What You'll Learn to Offer Life Insurance & Final Expense Planning Health Insurance & Medicare Solutions Retirement Planning & Income Strategies Annuities Estate Planning & Wealth Transfer Trust Creation & Asset Protection Legal Document Preparation (wills, trusts, POA, etc.) Business Funding & Personal Loans Credit Repair & Business Credit Building Tax Preparation & Tax Strategies Bookkeeping & Payroll Services Business Formation & Structuring Notary Services We build lifetime client relationships – not one-time transactions. Training & Support You will be taught everything you need to move through each training with ease. We will assist you in obtaining your state licenses and certifications so you can confidently step into this industry. Everyone Starts With Income Tax Preparation Life & Health Insurance From there, you can expand your services based on your goals: Expand Your Services Notary Public Property & Casualty (P&C) Annuities Legal Document Preparation And more… You build your own service menu and income path. Who We're Looking For Coachable and willing to learn Strong desire to help others Driven to grow personally and financially Requirements Must be a U.S. Citizen or Permanent Resident Why LegacyBridge Real mentorship (not just contracts) Multiple income streams One-stop service modelMeaningful, purpose-driven work Opportunity to build something long-term Contact Information Send your resume today: reachus@legacybridgefg.com Call/Text: 602-813-1046 10625 N 35th Ave., Suite A, Phoenix, AZ 85029 #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.