Job Description
Job Description
Join Legacy Harbor Advisors as a Remote Sales Client Representative. Build a rewarding career from your home office, guiding clients to crucial financial solutions.
We are a thriving force in the financial services sector, currently seeking highly motivated Remote Sales Client Representatives to expand our dedicated work-from-home team. If you're eager to make a tangible difference from your home office, assisting clients in securing vital financial solutions, this could be the perfect career move for you.
Why Legacy Harbor Advisors?
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Uncapped Commissions: Your effort directly shapes your income.
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True Work-from-Home Flexibility: Design your own schedule, work from anywhere.
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Qualified Leads Provided: Focus on clients; no cold calling!
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Robust Growth: World-class training and mentorship.
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Supportive Community & Wellness: Collaborate, plus options for life insurance and health benefits.
Your Role: Empowering Client Financial Confidence
As a Remote Sales Client Representative, you'll connect clients with essential Life Insurance, Indexed Universal Life (IUL), and Annuities, all from your home office.
What You'll Do:
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Engage with pre-qualified clients virtually.
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Conduct consultations to understand client needs.
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Present tailored financial strategies via Zoom/phone.
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Guide clients from inquiry to plan implementation.
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Utilize CRM for efficient workflow.
Who We're Seeking:
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Excellent Virtual Communicators: Build rapport and convey complex info clearly.
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Self-Motivated & Accountable: Thrive independently from your home office.
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Problem-Solvers: Results-driven and client-focused.
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Client Advocates: Passionate about positive financial impact.
Note: This is an independent contractor (1099) position. Compensation is solely commission-based.
Ready to take charge of your remote career? Apply to Legacy Harbor Advisors today!