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! Apply Job! Apply to this Job