PHX Legacy Inc
Family Planning Associate Remote Entry Level
Part Time • Fully Remote - US
Benefits:
- Employee discounts
- Flexible schedule
- Opportunity for advancement
- Stock options plan
- Training & development
- Tuition assistance
Remote | Entry Level | Full-Time or Part-Time
About the Role
We’re looking for motivated people who enjoy working with others and want to grow in a career helping
families plan for their future. As a Client Planning Associate, you’ll meet with clients virtually, learn
about their goals, and help guide them through a simple planning process. You’ll work alongside
experienced team members who will train and support you as you build your skills. No prior licenses
are required to start. Our company offers a training and sponsorship program to help you obtain
industry licenses.
What You'll Do
• Meet with clients over Zoom to learn about their goals
• Help families review where they are and where they want to go
• Walk clients through simple planning options and next steps
• Keep notes and stay organized with client follow-ups
• Work with your team to support clients and answer questions
• Continue learning through team training and mentorship
What We're Looking For
• Friendly and good with people
• Strong communication skills
• Customer service or people-facing experience is helpful but not required
• Organized and responsible
• Comfortable using Zoom and basic computer tools
• Open to learning and growing
Licensing & Training
Our company helps team members obtain industry licenses including:
• Life Insurance License
• Series 6
• Series 63
• Series 26
• Series 65
• Mortgage License
• Mortgage License
What We Offer
• Fully remote opportunity
• Flexible schedule options
• Training and mentorship provided
• Licensing support program
• Supportive team environment
• Opportunity for long-term career growth
This is a remote position.
Compensation: $1,500.00 - $2,000.00 per week