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Legacy Financial Services

Toll free: (866) 868.2915   

Frequently Asqued Questions

What do you Need to Know About Legacy?

A career with Legacy Financial Services offers tremendous opportunities and rewards, but is not for everyone.  We are looking for individuals who are looking for a challenge, who want to make a difference, and want to control their own future while building their business around their lives.  If that describes you, then Legacy may be the place for you. Click here to send us your resumé and contact information.

These FAQ’s may answer some of your basic questions.

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Will I be expected to relocate?
We have opportunites available throughout the country. One of the benefits of a career with Legacy is the opportunity you have to choose where you will work.

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Do you offer a benefits package?
Legacy provides a group health and dental plan offered through United Healthcare, as well as a stock option plan, lifetime renewals, company trips and much more.

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What sort of training do you provide?
We offer a very comprehensive training program for new and experienced members of our team. Training starts with a week long formal sales training school held by the company. Training includes four company wide quarterly meetings each year, weekly local training meetings, access to technical conference calls, CDs, regular one on one field coaching. Each new member of the Legacy team is partnered with a mentor who is there to help each step along the way.

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What skills and/or training do you require?
Successful members of the Legacy team have come from a variety of backgrounds and experiences. We are not as interested in what you have done in the past, as we are in what you will do in the future. We are looking for hard working, motivated, goal oriented individuals who want an opportunity to control their earnings, their schedule and their future.

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Are there required sales quotas?
No. Legacy does not believe in company mandated quotas. Every member of the Legacy team sets their own goals and objectives. YOU set the sales objectives and income YOU want to earn.

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What is the vesting schedule for renewals?
Members of the Legacy team are 50% vested in renewals after only 2 years, and are 100% vested after only 5 years. After 5 years with our company, if you retire, or change careers, you will continue to earn the renewal income on all the sales you made while working with us. This is a fantastic retirement program.

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How does compensation work?
There are multiple elements to our compensation plan.

  • Advanced Commissions Personal Sales First Year Commissions
  • Personal Sales Renewal commissions
  • Bonuses
  • Monthly bonuses
  • Incentives, (trips and cash)
  • Team sales first year overrides
  • Team sales renewal overrides
  • Stock
  • Stock Dividends (paid annually).

Click here to learn more details on the items listed above.

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What is the primary market you call on with your products?
The supplemental products we specialize in are designed to fit the needs of most all Americans. As a result, virtually everyone is a prospect for us. We primarily call on the residential, (people in their homes), small business and mid sized business markets.

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What is a typical schedule followed by one who is successful with Legacy?
The average Legacy team member will work a 40+ hour work week, (you can work as many hours as you would like, to earn whatever income you would like), typically Monday – Friday. There is minimal paperwork associated with our business, so when the day is over, you can switch gears and enjoy the other important areas of your life.

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What is the average closing percentage and how many sales presentations will I be expected to make per week?
On the average 1 out of every 5 people that sees the product will enroll in a plan. Our focus is to give 30+ quality sales presentations each week, (6 per day). On the average you will enroll 6 clients per week when doing 30 or more sales presentations.

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How long does the average sales presentation take?
The average sales presentation will take 20-30 minutes.

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