Financial Services Representative in Portland, OR

About Legacy Builders Firm: Legacy Builders Firm is dedicated to delivering life insurance and financial solutions that help clients secure their futures and protect their families. We are expanding our team in Portland, Oregon, and invite motivated individuals to join us as Financial Services Representatives, with options for part-time or full-time roles. Job Overview: As a Financial Services Representative, you will engage with clients virtually to assess their financial needs and recommend personalized insurance and investment products. This role offers flexible scheduling, the ability to work from home, and a competitive commission-based pay structure, ideal for those seeking either supplemental income or a full-time career path. Key Responsibilities: Conduct virtual consultations to evaluate clients’ financial goals and needs. Provide expert guidance on life insurance, retirement planning, and investment options. Create customized financial plans that align with clients’ short- and long-term objectives. Maintain ongoing client relationships through support and education. Meet and exceed monthly sales targets and contribute to team success. Stay informed about industry trends, products, and regulatory updates. Opportunity for leadership advancement as a broker and team leader. Qualifications: Strong communication and interpersonal skills. Self-driven with excellent organizational and time-management abilities. Comfortable using technology for virtual meetings, CRM systems, and sales tracking. Ability to work independently and achieve performance goals. Compensation: Earn up to $3,000 per week through a commission-based structure. Location: Portland, Oregon (On-site position; remote work not eligible) Join Legacy Builders Firm to build a rewarding career in financial services with growth and leadership opportunities.