Financial Services Representative

Company Description Primerica - Legacy Financial Group is a financial services organization focused on helping individuals and families achieve long-term financial security. The firm offers a range of products and solutions, including insurance, investment, and retirement strategies tailored to client needs. Team members work in a collaborative environment with opportunities for professional growth, industry training, and advancement. The organization emphasizes ethical practices, client education, and building lasting relationships within the San Antonio community. Joining Legacy Financial Group provides a chance to develop a meaningful career while making a positive impact on clients’ financial well-being.
Role Description The Job Title role is an independent contractor 1099 remote position based in San Antonio, TX. In this role, the team member will meet with clients to understand their financial goals, explain available services and products, and assist in developing personalized financial strategies. Daily responsibilities may include conducting client consultations, preparing presentations, maintaining accurate records, and following up on leads and referrals. The role involves collaborating with colleagues, participating in ongoing training, and staying up to date with financial products, regulations, and best practices. The Job Title is expected to uphold company standards, comply with industry regulations, and contribute to a positive, professional work environment.
Qualifications
Ability to learn and apply financial concepts, products, and services to client situations.
Strong interpersonal, client service, and relationship-building skills.
Effective communication skills, including clear presentation and active listening abilities.
Organizational and time-management skills to handle multiple clients, tasks, and deadlines.
Comfort with basic computer applications and willingness to use digital tools for documentation and client outreach.
High level of integrity, professionalism, and commitment to regulatory and ethical standards.
Motivation to work in a goal-oriented environment with openness to feedback and continuous learning.
High school diploma or equivalent required; college coursework or degree in business, finance, or a related field is a plus.
Prior experience in customer-facing, sales, or financial services roles is beneficial but not required.

Work arrangement
Yes