Broker Check

The Career

A Career Path with Living Legacy Financial Group can help people you touch. And that’s the path that leads inevitably in own life enrichment.

Be In Business For Yourself Not By Yourself

People who become financial representatives come from many walks of life. And they come to us largely for the same reasons. They're former firefighters and teachers. Former soldiers, sales associates, athletes, real estate professionals, stockbrokers, coaches. They're right out of college—or they're returning to work after raising a family. They want a satisfying career with flexible hours. They want to feel fulfilled by helping others reach their financial goals. They want to work for themselves, but not by themselves. They want to operate their own business while still enjoying the support of a local team, backed by a strong company. Not least of all, they want unlimited earning potential and the freedom that comes from an independent, well-paying career.

Touch every aspect of a client’s life

For you to be outstanding in your business, we have to be outstanding in ours. We offer products and services that touch every aspect of your clients’ lives. Providing clients with the peace of mind insurance brings– knowing that loved ones, businesses and employees are protected– sets the stage for an unusually gratifying career. Answering other financial planning needs such as retirement, education financing, or estate planning helps build relationships that last for the long run. We want you and your clients to reach the goals you’ve set. And we know you’ll find everything you need with us.

What does it take?

From our perspective, the ideal candidate is someone who's seeking a meaningful career—someone who enjoys making a positive impact in the lives of others. To be a Financial Representative is to be passionate about people and their financial betterment. Successful Financial Representatives have a drive to contribute, rather than simply a drive to succeed. They cultivate relationships easily and thrive on them. We look for candidates whose personal values are supported by our values. Through this synergy a successful partnership can flourish.

Important Attributes:

  • Determination and commitment
  • Desire to help others reach their goals
  • Self-motivation and discipline
  • Comfort level with math and analytical thinking
  • Communication and interpersonal skills
  • Strong work ethic

Primary Responsibilities:

  • To grow professionally.
  • To develop values-based relationships.
  • To develop new clients on a referral basis within a defined market niche.
  • To provide recommendations to insure financial security for your clients.
  • To act as an advocate for your clients.

Some facts about a career in financial services:

A recently published and survey of best jobs in America reported that Financial Guide was rated number three, only bested by a software engineer and college professor. Those surveyed considered their job growth, pay and stress levels. U.S. News and World Report listed the position of financial planner as one of the twenty hottest professions for the future since baby-boomers marching into middle age with an array of investment choices will create a drastic demand for financial planning professionals not to mention the majority of the boomers are women.

Read our “Top 10 Reasons to Be in the Financial Services Industry”

For More information on the opportunities available at Living Legacy Financial Group, please contact:

Kara DeStefano
Director of Sales & Marketing
Tel: 978-907-6001

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