Legacy Planning Client Specialist

Overview

We are expanding our financial wellness team and looking for motivated, people-oriented individuals who enjoy helping families become better prepared for the future.

In this role, you will connect with individuals and families who may need assistance organizing important areas of their financial and legacy planning, including wills, trusts, beneficiary planning, and family protection.

What You'll Do

• Connect with prospective clients and identify their planning needs
• Educate families on the importance of having wills, trusts, and other legacy-planning documents in place
• Schedule consultations with appropriate professionals
• Follow up with prospective and existing clients
• Maintain organized client notes and appointment records
• Participate in ongoing training and professional development
• Build relationships through networking, referrals, and community outreach

Who We're Looking For

You may be a good fit if you are:

• Comfortable speaking with people
• Professional and dependable
• Interested in financial education and helping families
• Self-motivated and willing to learn
• Comfortable working independently
• Interested in building a long-term career or business in financial services

Previous financial-services experience is helpful but not required. Training is provided.

Schedule

Flexible part-time or full-time opportunities are available.

Compensation

This is an independent contractor opportunity. Compensation is performance-based and may include commissions and/or referral compensation based on services completed, where permitted.

If you're looking for an opportunity where your conversations can help families become more organized and prepared for the future, we'd like to speak with you.

Pay: $1,000.00 - $5,000.00 per month

Location:

• Remote (Preferred)

Work Location: Remote