Note: The job is a remote job and is open to candidates in USA. Legacy Harbor Advisors is a rapidly growing company recognized as one of Inc. 5000's fastest-growing companies. They are seeking motivated Sales Representatives to work remotely and assist clients in making informed financial decisions.
Responsibilities
- Engage with pre-qualified leads and build meaningful relationships
- Understand each client’s financial situation and long-term goals
- Recommend personalized solutions such as life insurance, IULs, and annuities
- Support clients throughout the entire process, from consultation to follow-up
- Use CRM tools to manage client interactions and maintain organization
Skills
- Strong communication and interpersonal skills
- Ability to work independently and manage your own time
- A client-first mindset with a passion for helping others
- Self-motivation and a results-driven attitude
Benefits
- Life insurance as well as company Healthcare exchange (Medical / dental / vision)
- Up to $15000 Training bonus (performance based)
- All-expense paid company incentive trips
Company Overview
At Legacy Harbor Advisors, we provide personalized financial strategies to help individuals, families, and businesses achieve their long-term goals. It was founded in 2022, and is headquartered in Chicago, Illinois, US, with a workforce of 2-10 employees. Its website is https://legacyharboradvisors.info.