ID-Idaho Falls Financial Services Professional
About The Position
Legacy – Build It for Yourself, Not by Yourself At Legacy , we’re not just another agency—we’re a team of owners. We combine the best of both worlds: the entrepreneurial freedom of an independent broker with the training, resources, and structure of a national organization. Why Legacy Is Different: Access to over 250 carriers —you always have the best solution for your client Own your book , your renewals, and your overrides National partnerships with organizations like the American Legion, Elks, and AMVETS —we help you find clients, not just chase them Flexible onboarding and portable career model—perfect for relocators or career changers Award-winning training and mentorship from the top leaders in the field Paths to leadership and business ownership within a few years Responsibilities What You’ll Do as a Financial Services Professional: Build long-term client relationships through your network and company-sponsored lead programs Match clients with the best-fit products from our 250+ carriers —you’ll never be limited to a single company’s offerings Guide individuals and families through critical financial decisions using industry-leading technology Learn, grow, and pursue career paths in leadership, wealth strategy, retirement income planning, and business development Qualifications What Sets You Up for Success Here: A passion for helping others make informed financial decisions with transparency and integrity Comfort with a consultative sales approach and the ability to simplify complex concepts A proactive mindset with strong follow-up habits— self-starters thrive here Willingness to learn and grow with support from experienced mentors and national trainers Let’s Talk If You: Want a mission-driven career helping people protect what matters Are coachable and driven Are looking for more than just a paycheck—you want a career with impact and ownership Reside in the state where you are applying Apply now to discover what it means to work for yourself—not by yourself—with Legacy.
Requirements
- A passion for helping others make informed financial decisions with transparency and integrity
- Comfort with a consultative sales approach and the ability to simplify complex concepts
- A proactive mindset with strong follow-up habits— self-starters thrive here
- Willingness to learn and grow with support from experienced mentors and national trainers
- Want a mission-driven career helping people protect what matters
- Are coachable and driven
- Are looking for more than just a paycheck—you want a career with impact and ownership
- Reside in the state where you are applying
Responsibilities
- Build long-term client relationships through your network and company-sponsored lead programs
- Match clients with the best-fit products from our 250+ carriers —you’ll never be limited to a single company’s offerings
- Guide individuals and families through critical financial decisions using industry-leading technology
- Learn, grow, and pursue career paths in leadership, wealth strategy, retirement income planning, and business development
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
