Careers That Count
Join Our Team
Join American Legacy Solutions, a client-first brokerage dedicated to helping individuals plan, prepare, and prosper in retirement. We prioritize listening and educating our customers about their unique phases and concerns, investing time to find the right solutions and providing top-quality services and products.
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Team Spirit
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Growth Opportunities
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Great Benefits
Financial Services Professional
Location: Thousand Oaks, CA
Are you passionate about helping others achieve their financial goals with the flexibility of a hybrid work environment? As a Financial Services Representative, you'll work from home and collaborate in the office two days a week, guiding clients in selecting financial products, offering advice, cross-selling services, and ensuring their satisfaction.
Responsibilities:
As a Financial Services Professional, you’ll work directly with clients from diverse backgrounds, ensuring they receivea personalized suite of financial solutions. This hybrid role allows you to work remotely while coming into the office two times per week to collaborate with your team, providing the best of both worlds—flexibility and connection. Your responsibilities will also include:
- Scheduling meetings with clients to discuss their financial needs and goals.
- Collecting pertinent client information to provide investment options that align with clients' financial situations.
- Monitoring market conditions to determine how various changes may impact taxes and client investments.
- Advising clients on how to apply for mortgages and loans.
- Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
- Suggesting viable solutions to improve clients' financial statuses.
- Developing in-depth knowledge of our financial products to advise clients accordingly.
Benefits:
- Competitive commission structure with unlimited earning potential.
- Hybrid work model—work from home with in-office collaboration two days per week.
- Flexible work hours and location.
- Opportunities for professional growth and career advancement.
- A supportive and collaborative work environment.
Requirements:
- Appropriate state licensure or willingness to obtain.
- Proven experience working as a financial services representative.
- Sound knowledge of financial legislation.
- Proficiency in all Microsoft Office applications.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
Does this sound like a perfect match? American Legacy Solutions would be glad to have you on our team! Apply now and send in your most up-to resume and cover letter.