ID-Idaho Falls Financial Services Professional

AMERICAN SENIOR BENEFITS LLC

• $79K — $125K *
Idaho Falls, ID 83401In-Person
Finance & Insurance
5 - 7 years of experience
More than 3 months ago
Job Overview by Ladders

Qualifications

  • Passion for helping others with financial decisions
  • Comfortable with consultative sales and simplification of complex concepts
  • Proactive mindset with strong follow-up abilities
  • Eager to learn with support from mentors
  • Reside in the state of application

Responsibilities

  • Build long-term client relationships using personal and company-sponsored networks
  • Match clients with suitable products from over 250 carriers
  • Guide clients through essential financial decisions with tech tools
  • Pursue career development in leadership and financial strategies

Benefits

  • Access to over 250 carriers for client solutions
  • Ownership of book, renewals, and overrides
  • National partnerships for client acquisition
  • Flexible onboarding for relocators or career changers
  • Award-winning training and mentorship
  • Pathways to leadership and business ownership
Full Job Description
Overview

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.

Compensation

USD $79,999.00 - USD $125,000.00 /Yr.
* Ladders Estimates

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