ID-Idaho Falls Financial Services Professional

American Senior Benefits; Idaho Falls (ID); On-site; USD 79,999 - 125,000; Full time

Job summary

American Senior Benefits is seeking a Financial Services Professional in Idaho Falls to build meaningful client relationships. You will guide individuals and families through important financial decisions using advanced technology while matching them with products from over 250 carriers.

The role offers a flexible career trajectory with ownership opportunities and industry-leading training. Ideal candidates should have a passion for helping others and a consultative sales mindset.

Compensation ranges from $79,999 to $125,000 per year, reflecting the impact of the role.

Qualifications

• Comfort with simplifying complex financial concepts.
• Willingness to learn and grow with support.

Responsibilities

• Build long-term client relationships through networking.
• Guide clients in critical financial decisions using technology.
• Match clients with suitable products from various carriers.

Skills

Passion for helping others

Consultative sales approach

Proactive mindset

Strong follow-up habits

Job description

Legacy - Build It for Yourself, Not by Yourself

At Legacy, we’re not just another agency—we’re a team of owners. We combine the best of both worlds: the entrepreneurial freedom of an independent broker with the training, resources, and structure of a national organization.

Why Legacy Is Different

• Access to over 250 carriers—you always have the best solution for your client
• Own your book, your renewals, and your overrides
• National partnerships with organizations like the American Legion, Elks, and AMVETS—we help you find clients, not just chase them
• Flexible onboarding and portable career model—perfect for relocators or career changers
• Award‑winning training and mentorship from the top leaders in the field
• Paths to leadership and business ownership within a few years

What You’ll Do as a Financial Services Professional

• Build long‑term client relationships through your network and company‑sponsored lead programs
• Match clients with the best‑fit products from our 250+ carriers—you’ll never be limited to a single company’s offerings
• Guide individuals and families through critical financial decisions using industry‑leading technology
• Learn, grow, and pursue career paths in leadership, wealth strategy, retirement income planning, and business development

What Sets You Up for Success Here

• A passion for helping others make informed financial decisions with transparency and integrity
• Comfort with a consultative sales approach and the ability to simplify complex concepts
• A proactive mindset with strong follow‑up habits—self‑starters thrive here
• Willingness to learn and grow with support from experienced mentors and national trainers

Let’s Talk If You

• Want a mission‑driven career helping people protect what matters
• Are coachable and driven
• Are looking for more than just a paycheck—you want a career with impact and ownership
• Reside in the state where you are applying

Apply now to discover what it means to work for yourself—not by yourself—with Legacy.

USD $79,999.00 - USD $125,000.00 /Yr.