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Financial Services Agent
Job Location:
Job Location:
Clovis, CA - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
7 October 2026 (2 days ago)
Posted:
Application Deadline:
4 January 2027
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Financial Services Agent
Were not looking for perfect. Were looking for purpose. At LegacyBridge Financial Group we believe this work is bigger than sales. Its about helping families protect what theyve built prepare for whats ahead and make better decisions for the people they love most.
Description
Some come into the financial industry with years of experience and some come in with none at all. What matters most to us is not where youve been its who you are how you care about people and whether youre willing to grow.
Our agents are trained to deliver multiple financial services creating a true one-stop financial experience for every client.
Responsibilities
- Offer Life Insurance & Final Expense Planning
- Provide Health Insurance & Medicare Solutions
- Assist with Retirement Planning & Income Strategies
- Work with Annuities and Estate Planning
- Create Trusts & Asset Protection Strategies
- Prepare Legal Documents (wills trusts POA etc.)
- Facilitate Business Funding & Personal Loans
- Provide Credit Repair & Business Credit Building Services
- Handle Tax Preparation & Strategies
- Offer Bookkeeping & Payroll Services
- Guide clients through Business Formation & Structuring
- Provide Notary Services
Requirements
- Must be a U.S. Citizen or Permanent Resident
- Coachable and willing to learn
- Strong desire to help others
- Driven to grow personally and financially
Why LegacyBridge
- Real mentorship (not just contracts)
- Multiple income streams
- One-stop service model
- Meaningful purpose-driven work
- Opportunity to build something long-term
Come build with people who care. Come grow where your heart and your hustle both matter.
This position is not for everyone we are really seeking people with high energy who are driven to do the right thing by others and who are self motivated and goal oriented. If this is you we want to speak with you and tell you about our program and how you can become a part of our growing family.
Send your resume today:
Required Experience:
Unclear Seniority
About Company
LegacyBridge was founded with the mission to bridge the gap between everyday people and wealth-building strategies once reserved for the wealthy. Guided by our motto—“Protect What Matters, Build What’s Next”—we empower clients and professionals alike to create lasting legacies. ... View more
