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?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.
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.
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.
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