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