ID-Idaho Falls Financial Services Professional

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.