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 the Inc. 5000 fastest-growing companies for six consecutive years. They are seeking motivated Sales Representatives to work remotely and assist clients in making informed financial decisions by recommending personalized solutions and guiding them throughout the process.
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.