Financial Services Agent

The Ross Alliances; Phoenix (AZ); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services company in Phoenix is seeking motivated individuals who are willing to learn and make a meaningful impact. You'll provide a range of services, from life insurance to tax planning, while being mentored and supported in your professional journey. This role emphasizes building long-lasting relationships with clients and developing multiple income streams. Join a team that values personal growth and purpose-driven work.

Qualifications

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

Responsibilities

• Assist clients with financial services and solutions.
• Obtain state licenses and certifications for services.
• Build lifetime client relationships.

Skills

Coachable

Driven to help others

Willing to learn

Job description

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: [e-mail]
• Call/Text: 602-813-1046
• 10625 N 35th Ave., Suite A, Phoenix, AZ 85029