Now Hiring - Doepel Legacy Group - Client Solution Representative in Concord, CA

Full description of the position

About the Role

This entry-level role focuses on helping clients build a clear financial game plan -- including proper protection, early retirement strategies, debt elimination, and steps toward home ownership. No financial background is required. Full training and licensing support are provided. What You 'll Do

• Meet with clients to understand their goals and help create a personalized financial game plan
• Educate families on budgeting, protection planning, retirement strategies, and debt solutions
• Assist clients with organizing steps toward buying a home
• Provide excellent communication, follow-up, and customer service
• Attend scheduled trainings and follow the company's development system
• Support senior specialists during client reviews and planning sessions

Requirements

• Willingness to follow a proven training and development system
• Ability to obtain required licenses (company-supported)
• Strong communication and customer service skills
• Positive attitude, dependable, and coachable
• Desire to help individuals and families improve their financial future Licenses Provided & Supported We provide support and training to help you obtain:
• Life Insurance License
• Investment Licenses: Series 6, 63, 26, 65
• Mortgage License What We Provide
• Step-by-step training to build confidence and skills
• Licensing support and educational resources
• Professional development and leadership opportunities
• A supportive team environment designed for beginners
• Flexible work options and room to grow into a long-term career Pay: $500.00 - $1,200.00 per week

Benefits

:

• Flexible schedule
• Professional development assistance
• Work from home Work Location: Hybrid remote in Concord, CA 94520