Financial Guidance Representative
Legacy Heart Financials | Full-Time or Part-Time
About the Opportunity
We believe financial education, protecting loved ones, and preparing for the future can make a meaningful difference in people’s lives.
We are looking for motivated, dependable, people-oriented individuals who have a heart for helping others and a desire to grow personally and professionally. Whether you’re starting a new career, exploring a career change, or looking for an opportunity to develop new skills, we welcome individuals who are willing to learn and put in the work.
No prior financial services experience is required. Training, mentorship, and assistance with obtaining applicable state licenses are available.
Responsibilities
Connect with individuals and families to learn about their financial goals and priorities.
Educate clients about life insurance, investments, retirement planning, and other available financial products and services.
Help clients explore appropriate financial solutions based on their needs and goals.
Build and maintain positive, professional client relationships.
Schedule appointments, follow up with prospective clients, and provide ongoing support.
Complete required training and licensing requirements.
Participate in team meetings, coaching, and professional development.
Work toward individual performance goals while maintaining a client-first approach.
Training & Licensing Support
Initial training and ongoing professional development.
Assistance preparing for applicable state licensing exams.
Mentorship and coaching from experienced professionals.
Opportunities to develop communication, leadership, client service, and business
Qualifications & Requirements
Must be 18 years of age or older.
High school diploma or equivalent required.
Must be able to successfully pass a background check.
Willingness to complete required pre-licensing coursework and prepare for applicable state licensing examinations.
Strong communication and interpersonal skills.
Professional, dependable, self-motivated, and coachable.
Positive attitude and willingness to learn, grow, and accept feedback.
Genuine interest in helping individuals and families understand their financial options.
Customer service, sales, leadership, business, or financial services experience is a plus, but not required.
This is a performance-based opportunity
We welcome individuals who are ready to learn, committed to personal growth, and passionate about serving others with purpose.
Let’s Grow With Purpose
We’re looking for people who believe success means more than a paycheck. It’s about learning, growing, serving others, and helping families make informed decisions about their financial futures.
If you’re motivated, open to learning, and ready to explore an opportunity where you can grow while making a difference, we’d love to connect with you!
With Love & Purpose — helping people move forward, one conversation at a time.
Pay: $2,500.00 - $5,000.00 per month
Benefits
Flexible schedule
Work from home
Work Location: Hybrid remote in Katy, TX 77493