Licensed Financial Consultant
Listed on 2026-02-21
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Finance & Banking
Financial Consultant
New Legacy Partners, LLC is dedicated to providing expert financial services to clients, specializing in life insurance and investment strategies to ensure financial security. Our consultants focus on tailoring solutions to individual needs, offering education on budgeting, debt management, and financial planning. Building and maintaining strong client relationships through ongoing communication is a key part of our approach. We are also committed to growing our team by recruiting and training new representatives, fostering both professional growth and client success.
PLEASE NOTE:
This is a commission paid role as a 1099 Independent Contractor. There are NO INCOME CAPS! We have agents making $2500 month part time, as well as agents bringing in six figures. With the right winning attidude and competive edge, we can show you how to bring in a substantial income.
This is a part time remote role for a Licensed Financial Consultant at New Legacy Partners, LLC, located in Richardson, TX. The role involves providing tailored financial advice in areas like insurance, investments, and retirement planning. Responsibilities include analyzing client needs, delivering personalized financial solutions, conducting regular follow-ups, and educating clients on effective financial management strategies. The consultant will also contribute to team development by assisting in the recruitment and training of new representatives.
Qualifications- Strong expertise in Financial Planning, Investments, and overall Finance to assess and design tailored client strategies.
- Proficiency in Analytical Skills to interpret financial data and provide actionable insights.
- Experience in Retirement Planning to guide clients in preparing for a secure future.
- Exceptional communication skills and the ability to build and maintain long-lasting client relationships.
- State licensing for life insurance sales and financial consulting is required.
- Bachelor's degree in Finance, Business Administration, or a closely related field is preferred.
- Familiarity with budgeting and debt management strategies is a plus.
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