Financial Services Professional

Job Description

Job Title: Financial Advisor / Financial Services Representative

Company: Crowned Legacy Group

Employment Type: Full-time / Part-time

Location: Remote

About Crowned Legacy Group

At Crowned Legacy Group, we are dedicated to helping individuals, families, and business owners achieve true financial freedom. We provide customized financial consultation, wealth preservation tactics, and legacy-building strategies tailored to our clients' specific goals. Our mission is to educate, empower, and equip our community with the tools needed to build lasting financial independence.

Position Overview

We are seeking a driven, ambitious, and client-focused Financial Professional to join our growing team. In this role, you will work closely with clients to evaluate their financial situation, identify their long-term goals, and implement tailored financial plans. You will serve as a trusted guide in debt management, retirement planning, insurance strategies, and wealth accumulation.

Key Responsibilities

• Client Consultation: Conduct initial financial assessments and needs analyses for individuals and small business owners.
• Strategy & Planning: Develop and present comprehensive financial plans, including wealth accumulation, retirement strategies, income protection, and estate planning concepts.
• Relationship Management: Build and maintain long-term relationships with clients through regular check-ins, policy reviews, and financial plan updates.
• Education & Guidance: Educate clients on financial literacy, budgeting, debt reduction, and investment concepts in a clear, accessible manner.
• Business Development: Prospect and network to generate new client relationships through referrals, community involvement, and professional events.

Qualifications

• Strong interest in personal finance, financial planning, or wealth management.
• Relevant state financial licenses (e.g., Life & Health Insurance license) or a willingness to obtain them during onboarding.
• Exceptional communication, interpersonal, and active-listening skills.
• High degree of integrity, professionalism, and ethical judgment.
• Entrepreneurial mindset with strong self-motivation and time management skills.

What We Offer

• Comprehensive training and mentorship from experienced industry leaders.
• Flexible work schedule with remote/hybrid arrangements.
• Competitive commission structure with performance-based bonuses and residual income potential.
• Fast-track career advancement opportunities into leadership and agency development.