Remote Client Service Representative Entry LevelPhx Legacy Inc • Concord, California, United States
Remote Client Service Representative Entry Level
Phx Legacy Inc
- Concord, California, United States
- Concord, California, United States
About
Job Description
Benefits:
- Flexible schedule
- Opportunity for advancement
- Training & development
Family Planning Associate (Remote | Entry-Level)
Location: Remote
Schedule: Flexible (Full-Time / Part-Time options available)
About the Role
Were looking for motivated, people-focused individuals who want to help families build a better
future. As a Family Planning Associate, youll work directly with clients to guide them through simple
strategies around protection, budgeting, and long-term planning. No prior experience is required
we provide training and support to help you grow.
What Youll Do
Connect with individuals and families to understand their goals
Help clients get properly protected and organized financially
Walk clients through simple planning options (we train you)
Provide ongoing support and answer client questions
Work with a team and attend virtual trainings
Build relationships and create a positive client experience
What Were Looking For
Strong communication skills
Positive attitude and willingness to learn
Reliable and self-motivated
Comfortable working remotely
Customer service or people-facing experience is a plus (not required)
What We Offer
Remote, flexible schedule
Entry-level opportunity no experience needed
Full training provided
Licensing support program (if not already licensed)
Clear path for growth and leadership opportunities
Supportive team environment
Licensing & Training
No licenses required to start. We help you obtain the following (if needed):
Life License
Investment Licenses (6, 63, 26, 65)
Mortgage License
Why Join Us
Our mission is simple to help families become properly protected, debt-free, and financially
independent. Youll be part of a team that focuses on growth, mentorship, and making a real impact
in peoples lives.
Flexible work from home options available.
Languages
- English
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