Financial Services Professional

Job Description

Financial Services Professional

We Provide the System. You Bring the Work Ethic.

Legacy Foundation Group

Remote and In-Person Opportunities

Full-Time or Part-Time

1099 Independent Contractor

Commission-Based Compensation

Build a Career with Unlimited Growth Potential

If you’re looking for an hourly wage, guaranteed salary, or someone to tell you what to do every day, this position probably isn’t for you.

If you’re entrepreneurial, competitive, coachable, and willing to work, keep reading.

Legacy Foundation Group exists for one purpose: to improve financial literacy while helping motivated professionals build successful careers in financial services.

We don’t expect you to already know everything.

We don’t expect you to already have a client base.

We don’t expect you to figure it out alone.

We provide the roadmap. You execute.

At Legacy Foundation Group, we provide the support, the systems, and the coaching. You bring the discipline, consistency, and desire to succeed.

Our mission is simple.

Help motivated people build successful careers in financial services without spending years trying to figure everything out on their own.

From your first day, you’ll receive step-by-step training, proven sales systems, technology, mentorship, and leadership coaching.

We don’t hand you a contract and wish you luck.

We coach you.

We develop you.

We hold you accountable.

Some of our professionals become elite financial consultants and build long-term careers within our brokerage.

Others develop leadership skills, build teams, and advance into leadership positions within our organization.

We celebrate both paths.

Our success is measured by the people we help develop.

• Complete step-by-step training
• Professional sales coaching
• Weekly mentorship
• CRM and business technology
• Proven presentations and educational tools
• Marketing support and lead generation opportunities
• Business development training
• Leadership development
• Ongoing accountability

Our marketing systems generate client opportunities for our team so you can spend more time serving families and less time wondering where your next client will come from.

No door knocking.

No guessing.

No trying to figure everything out on your own.

Your responsibility is simple.

Follow the system.

Do the activity.

Continue learning.

You’ll educate individuals, families, and business owners on topics including:

• Financial literacy
• Life insurance
• Retirement planning
• Estate planning
• Trust solutions
• Wealth protection
• Legacy planning

We believe education comes first.

Our goal is to help clients make informed financial decisions through honest conversations and customized solutions.

This is a 1099 independent contractor position with commission-based compensation.

There is no hourly wage or base salary.

Your income is earned through commissions on the products and services you help clients obtain.

There is no cap on commission earnings.

Your results are determined by your activity, consistency, leadership, and commitment to mastering the system.

You may be an excellent fit if you are:

• Entrepreneurial
• Highly motivated
• Coachable
• Competitive
• Professional
• Comfortable talking with people
• Passionate about personal growth
• Interested in building a long-term career in financial services

Sales experience is helpful but not required.

We can teach financial services.

We can teach our systems.

We cannot teach hunger.

• You’re looking for guaranteed hourly pay or a salary.
• You dislike talking to people.
• You aren’t willing to follow a proven system.
• You expect success without consistent effort.
• You want someone else to build your future.

Legacy Foundation Group is a financial education and financial services organization dedicated to helping families build and protect generational wealth.

We combine financial education, i