Financial Specialist

About Rosales Legacy Group

Rosales Legacy Group helps families and business owners build financial security through strategic planning, protection, and tax-advantaged growth strategies. Our team focuses on solutions such as life insurance, retirement income planning, annuities, and wealth transfer strategies.

Our mission is simple, help families protect what they build and create lasting financial legacies.

Position Overview

We are looking for motivated, entrepreneurial individuals who want to build their own book of business in the financial services industry.

As a Financial Specialist, you will educate individuals and families on financial protection and retirement strategies while building a client base of your own. This is an independent contractor role designed for individuals who want flexibility, unlimited earning potential, and the ability to grow a long-term business.

No prior experience is required. Training, mentorship, and licensing guidance are provided.

Responsibilities

Educate individuals and families on financial protection and wealth strategies Help clients implement solutions such as life insurance, annuities, and retirement plans Build and manage long-term client relationships Generate new business through referrals, networking, and community outreach Conduct consultations in person or virtually Participate in training, mentorship, and team development Host or assist with educational workshops and financial seminars

Qualifications

Must be able to obtain a State Life and Health Insurance License Strong communication and relationship-building skills Self-motivated with an entrepreneurial mindset Comfortable working independently and managing your own schedule Coachable and willing to learn financial strategies and products

Experience in sales, finance, business, real estate, or customer service is helpful but not required.

What We Offer

Flexible schedule, part-time or full time position Comprehensive training and mentorship Licensing support and coaching for new agents Access to top life insurance and financial products Opportunity to build a long-term business and leadership income Collaborative team environment with growth opportunities

Who This Role Is Best For

Individuals who want to build their own business Self-starters who are motivated by performance-based income People passionate about helping families achieve financial security

How to Apply

Submit your resume to: [email protected]

Qualified applicants will be contacted to schedule a brief introduction call.

Pay: $4,000.00 - $10,000.00 per month

Benefits

• Flexible schedule
• Work from home

Work Location: Remote