Remote Sales Client Representative
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?
• Uncapped Commissions: Your effort directly shapes your income.
• True Work-from-Home Flexibility: Design your own schedule, work from anywhere.
• Qualified Leads Provided: Focus on clients; no cold calling!
• Robust Growth: World-class training and mentorship.
• 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:
• Engage with pre-qualified clients virtually.
• Conduct consultations to understand client needs.
• Present tailored financial strategies via Zoom/phone.
• Guide clients from inquiry to plan implementation.
• Utilize CRM for efficient workflow.
Who We're Seeking:
• Excellent Virtual Communicators: Build rapport and convey complex info clearly.
• Self-Motivated & Accountable: Thrive independently from your home office.
• Problem-Solvers: Results-driven and client-focused.
• 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!
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