Job title: Remote Financial Counseling Representative

Company: PHX Legacy Inc

Job description: Benefits:

• Flexible schedule
• Opportunity for advancement
• Training & development

Remote | Full-time or Part-time | No experience neededWhat this role is aboutWe’re looking for people who enjoy working with others and want to grow. As a Financial Services Representative, you’ll help individuals and families get more organized with their finances, understand their options, and move toward a more stable future. No experience is needed — we’ll train you step by step.What you’ll be doing– Talk with clients and get to know their goals– Help explain simple financial concepts in a clear way– Support families with getting organized and on track– Follow up to make sure clients feel taken care of– Work with a team that’s focused on growth and helping people– Join trainings to keep learning and improvingWhat we’re looking for– Good communication and people skills– Positive attitude– Willing to learn (we’ll teach you everything)– Self-motivated and reliable– Customer service or people experience is a plus, not requiredWhat you get– Work from home– Flexible schedule– Training and support from day one– Help getting licensed (life, investments, mortgage)– Opportunity to grow into leadership if you want itLicensing (we help you)No license needed to start. We guide you through getting:– Life License– Securities Licenses (6, 63, 26, 65)– Mortgage LicenseWhy people like it hereWe focus on helping families build better financial habits and long-term stability, while also helping ourteam grow personally and professionally.Flexible work from home options available.

Expected salary: US$1500 – 1800 per week

Location: Concord, CA

Job date: Sun, 12 Apr 2026 00:14:55 GMT

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