Legacy Planning Advisor

Job Overview We are seeking a motivated Family Planning Representative to join our growing team. This is an entry-level, non-commissioned position designed for individuals who want to build a professional career helping families create structured financial plans while receiving training and support to become licensed. No prior experience is required. We provide training, mentorship, and a clear path for professional growth. Key Responsibilities Assist clients with understanding basic family planning concepts such as protection, savings, and long-term goals Support licensed professionals during client appointments and follow-ups Collect and organize client information accurately and confidentially Help clients navigate next steps in their planning process Participate in required training sessions and team meetings Follow a structured training and development program Maintain professional communication with clients and team members Licensing & Training Provided Life Insurance License Investment Licenses (Series 6, 63, 26, and/or 65) Mortgage License (NMLS) All training and guidance provided to help you qualify and pass required exams Requirements Strong communication and customer service skills Coachable, reliable, and willing to learn Ability to follow a structured training program Professional attitude and strong work ethic Must be eligible to obtain required licenses (background check may apply) What We Offer No commission-based pay Licensing support and mentorship Clear career advancement opportunities Professional development and leadership growth Supportive team environment Flexible scheduling options (where applicable)

Pay:

$800.00 - $1,200.00 per week

Benefits:

Flexible schedule Life insurance Work from home

Work Location:

Hybrid remote in Hindsboro, IL 61930 Legacy Planning Advisor Legacy Planning Advisor Job Overview We are seeking a motivated Family Planning Representative to join our growing team. This is an entry-level, non-commissioned position designed for individuals who want to build a professional career helping families create structured financial plans while receiving training and support to become licensed. No prior experience is required. We provide training, mentorship, and a clear path for professional growth. Key Responsibilities Assist clients with understanding basic family planning concepts such as protection, savings, and long-term goals Support licensed professionals during client appointments and follow-ups Collect and organize client information accurately and confidentially Help clients navigate next steps in their planning process Participate in required training sessions and team meetings Follow a structured training and development program Maintain professional communication with clients and team members Licensing & Training Provided Life Insurance License Investment Licenses (Series 6, 63, 26, and/or 65) Mortgage License (NMLS) All training and guidance provided to help you qualify and pass required exams Requirements Strong communication and customer service skills Coachable, reliable, and willing to learn Ability to follow a structured training program Professional attitude and strong work ethic Must be eligible to obtain required licenses (background check may apply) What We Offer No commission-based pay Licensing support and mentorship Clear career advancement opportunities Professional development and leadership growth Supportive team environment Flexible scheduling options (where applicable)

Pay:

$800.00 - $1,200.00 per week

Benefits:

Flexible schedule Life insurance Work from home

Work Location:

Hybrid remote in Hindsboro, IL 61930