Legacy Harbor Advisors

Conduct virtual client consultations, present financial solutions, build long-term client relationships, and utilize CRM systems. | Experience in sales, customer service, or financial services, excellent communication skills, ability to work independently remotely, and professional presentation skills. | Position Overview Legacy Harbor Advisors seeks a motivated Remote Customer Sales Associate to join our award-winning team. This remote position offers unlimited earning potential and flexible scheduling for driven sales professionals passionate about financial services and client success. About Legacy Harbor Advisors We are a Forbes and Entrepreneur Magazine-featured organization consistently ranked on the Inc. 5000 list. Our company culture emphasizes professional development, innovative sales strategies, and exceptional workplace environment for financial services professionals. Key Responsibilities Conduct virtual client consultations via phone and video conferencing platforms Present customized financial solutions including life insurance, annuities, and investment products Build and maintain long-term client relationships through expert financial guidance Collaborate with experienced team members and industry mentors Utilize advanced CRM systems and sales technology to manage client pipeline Implement proven sales methodologies to achieve revenue targets Provide ongoing client support and financial education Qualifications Excellent communication and interpersonal skills Strong motivation and coachability Experience in sales, customer service, or financial services preferred Ability to work independently in remote environment Professional presentation skills for virtual meetings Goal-oriented mindset with entrepreneurial drive Compensation & Benefits Commission-Based: 1099 independent contractor position with unlimited earning potential Flexible Schedule: Set your own hours and work-life balance Qualified Leads: Work with pre-screened prospects, no cold calling required Comprehensive Training: Interactive courses, mentorship, and ongoing coaching Technology Support: State-of-the-art CRM and sales tools provided Performance Incentives: All-expenses-paid trips and rewards for top performers Career Development: Access to industry leaders and professional growth opportunities Work Environment 100% remote position Team-oriented culture with collaborative support High-energy, dynamic work environment Mentorship from experienced financial services professionals Ready to Apply? Join Legacy Harbor Advisors and transform your sales career with unlimited potential. We seek ambitious professionals ready to excel in financial services while making meaningful client impact. This is a 1099 independent contractor position with a commission-based compensation structure and absolutely no income ceiling. Your success and earnings are entirely in your hands, with unlimited potential based on your performance. Apply today to begin your journey as a Remote Customer Sales Associate with Legacy Harbor Advisors.

Connect with qualified leads to identify their financial needs and present tailored financial solutions. Manage the full sales process and maintain lasting client relationships using CRM tools. | The ideal candidate should be self-motivated and goal-oriented, thriving independently. Strong communication skills and an entrepreneurial mindset driven by results are essential. | Are you an ambitious self-starter looking for a career that rewards drive, discipline, and performance? At Legacy Harbor Advisors, we empower independent professionals to achieve financial freedom while helping clients secure their financial futures. As a Customer Sales Representative, you’ll enjoy the flexibility of working from anywhere, the satisfaction of helping others, and the potential to build a business that truly reflects your hard work. This is not your typical sales job, it’s an opportunity to take control of your income and career growth on your own terms. We provide comprehensive training, top-quality leads, and a supportive team environment designed to help you succeed. If you’re ready to take the next step toward building a rewarding career in financial services, we want to hear from you. What You’ll Love No Cold Calling: We provide pre-qualified leads so you can focus on closing, not prospecting. Work From Anywhere: 100% remote with flexible scheduling. Unlimited Income: Earnings are performance-based with no caps. Comprehensive Training: Learn proven sales techniques and financial products (Life Insurance, IULs, Annuities). Supportive Network: Join a community of high-performing sales professionals. Your Role Connect with qualified leads to identify financial needs. Present and sell tailored financial solutions. Manage the full sales process and maintain lasting client relationships using our CRM tools. What We’re Looking For Self-Motivated & Goal-Oriented professionals who can thrive independently. Strong Communicators confident in virtual meetings. Entrepreneurial Mindsets driven by results and rewards. Compensation: Commission-only (1099 Independent Contractor). No income cap. Top performers regularly achieve six-figure earnings through consistent effort, relationship-building and following our proven system. You’ll have full control over your schedule and income potential, supported by quality leads and proven sales systems that reward dedication and results. At Legacy Harbor Advisors, you’re not just earning a paycheck, you’re building a business. Enjoy the freedom to design your own schedule, grow your income without limits, and take ownership of your professional future in a thriving, fast-growing financial network.

Connect with qualified leads to identify their financial needs and present tailored financial solutions. Manage the full sales process and maintain lasting client relationships using CRM tools. | Candidates should be self-motivated and goal-oriented, thriving independently. Strong communication skills and an entrepreneurial mindset are essential for success in this role. | Are you an ambitious self-starter looking for a career that rewards drive, discipline, and performance? At Legacy Harbor Advisors, we empower independent professionals to achieve financial freedom while helping clients secure their financial futures. As a Customer Sales Representative, you’ll enjoy the flexibility of working from anywhere, the satisfaction of helping others, and the potential to build a business that truly reflects your hard work. This is not your typical sales job, it’s an opportunity to take control of your income and career growth on your own terms. We provide comprehensive training, top-quality leads, and a supportive team environment designed to help you succeed. If you’re ready to take the next step toward building a rewarding career in financial services, we want to hear from you. What You’ll Love No Cold Calling: We provide pre-qualified leads so you can focus on closing, not prospecting. Work From Anywhere: 100% remote with flexible scheduling. Unlimited Income: Earnings are performance-based with no caps. Comprehensive Training: Learn proven sales techniques and financial products (Life Insurance, IULs, Annuities). Supportive Network: Join a community of high-performing sales professionals. Your Role Connect with qualified leads to identify financial needs. Present and sell tailored financial solutions. Manage the full sales process and maintain lasting client relationships using our CRM tools. What We’re Looking For Self-Motivated & Goal-Oriented professionals who can thrive independently. Strong Communicators confident in virtual meetings. Entrepreneurial Mindsets driven by results and rewards. Compensation: Commission-only (1099 Independent Contractor). No income cap. Top performers regularly achieve six-figure earnings through consistent effort, relationship-building and following our proven system. You’ll have full control over your schedule and income potential, supported by quality leads and proven sales systems that reward dedication and results. At Legacy Harbor Advisors, you’re not just earning a paycheck, you’re building a business. Enjoy the freedom to design your own schedule, grow your income without limits, and take ownership of your professional future in a thriving, fast-growing financial network.

Connect with qualified leads to identify their financial needs and present tailored financial solutions. Manage the full sales process and maintain lasting client relationships using CRM tools. | Candidates should be self-motivated and goal-oriented, thriving independently. Strong communication skills and an entrepreneurial mindset driven by results are essential. | Are you an ambitious self-starter looking for a career that rewards drive, discipline, and performance? At Legacy Harbor Advisors, we empower independent professionals to achieve financial freedom while helping clients secure their financial futures. As a Customer Sales Representative, you’ll enjoy the flexibility of working from anywhere, the satisfaction of helping others, and the potential to build a business that truly reflects your hard work. This is not your typical sales job, it’s an opportunity to take control of your income and career growth on your own terms. We provide comprehensive training, top-quality leads, and a supportive team environment designed to help you succeed. If you’re ready to take the next step toward building a rewarding career in financial services, we want to hear from you. What You’ll Love No Cold Calling: We provide pre-qualified leads so you can focus on closing, not prospecting. Work From Anywhere: 100% remote with flexible scheduling. Unlimited Income: Earnings are performance-based with no caps. Comprehensive Training: Learn proven sales techniques and financial products (Life Insurance, IULs, Annuities). Supportive Network: Join a community of high-performing sales professionals. Your Role Connect with qualified leads to identify financial needs. Present and sell tailored financial solutions. Manage the full sales process and maintain lasting client relationships using our CRM tools. What We’re Looking For Self-Motivated & Goal-Oriented professionals who can thrive independently. Strong Communicators confident in virtual meetings. Entrepreneurial Mindsets driven by results and rewards. Compensation: Commission-only (1099 Independent Contractor). No income cap. Top performers regularly achieve six-figure earnings through consistent effort, relationship-building and following our proven system. You’ll have full control over your schedule and income potential, supported by quality leads and proven sales systems that reward dedication and results. At Legacy Harbor Advisors, you’re not just earning a paycheck, you’re building a business. Enjoy the freedom to design your own schedule, grow your income without limits, and take ownership of your professional future in a thriving, fast-growing financial network.

Connect with qualified leads to identify their financial needs and present tailored financial solutions. Manage the full sales process and maintain lasting client relationships using CRM tools. | Candidates should be self-motivated and goal-oriented, thriving independently. Strong communication skills and an entrepreneurial mindset driven by results are essential. | Are you an ambitious self-starter looking for a career that rewards drive, discipline, and performance? At Legacy Harbor Advisors, we empower independent professionals to achieve financial freedom while helping clients secure their financial futures. As a Customer Sales Representative, you’ll enjoy the flexibility of working from anywhere, the satisfaction of helping others, and the potential to build a business that truly reflects your hard work. This is not your typical sales job, it’s an opportunity to take control of your income and career growth on your own terms. We provide comprehensive training, top-quality leads, and a supportive team environment designed to help you succeed. If you’re ready to take the next step toward building a rewarding career in financial services, we want to hear from you. What You’ll Love No Cold Calling: We provide pre-qualified leads so you can focus on closing, not prospecting. Work From Anywhere: 100% remote with flexible scheduling. Unlimited Income: Earnings are performance-based with no caps. Comprehensive Training: Learn proven sales techniques and financial products (Life Insurance, IULs, Annuities). Supportive Network: Join a community of high-performing sales professionals. Your Role Connect with qualified leads to identify financial needs. Present and sell tailored financial solutions. Manage the full sales process and maintain lasting client relationships using our CRM tools. What We’re Looking For Self-Motivated & Goal-Oriented professionals who can thrive independently. Strong Communicators confident in virtual meetings. Entrepreneurial Mindsets driven by results and rewards. Compensation: Commission-only (1099 Independent Contractor). No income cap. Top performers regularly achieve six-figure earnings through consistent effort, relationship-building and following our proven system. You’ll have full control over your schedule and income potential, supported by quality leads and proven sales systems that reward dedication and results. At Legacy Harbor Advisors, you’re not just earning a paycheck, you’re building a business. Enjoy the freedom to design your own schedule, grow your income without limits, and take ownership of your professional future in a thriving, fast-growing financial network.

Connect with qualified leads to identify financial needs and present tailored financial solutions. Manage the full sales process and maintain lasting client relationships using CRM tools. | Candidates should be self-motivated and goal-oriented, thriving independently. Strong communication skills and an entrepreneurial mindset are essential for success in this role. | Are you an ambitious self-starter looking for a career that rewards drive, discipline, and performance? At Legacy Harbor Advisors, we empower independent professionals to achieve financial freedom while helping clients secure their financial futures. As a Customer Sales Representative, you’ll enjoy the flexibility of working from anywhere, the satisfaction of helping others, and the potential to build a business that truly reflects your hard work. This is not your typical sales job, it’s an opportunity to take control of your income and career growth on your own terms. We provide comprehensive training, top-quality leads, and a supportive team environment designed to help you succeed. If you’re ready to take the next step toward building a rewarding career in financial services, we want to hear from you. What You’ll Love No Cold Calling: We provide pre-qualified leads so you can focus on closing, not prospecting. Work From Anywhere: 100% remote with flexible scheduling. Unlimited Income: Earnings are performance-based with no caps. Comprehensive Training: Learn proven sales techniques and financial products (Life Insurance, IULs, Annuities). Supportive Network: Join a community of high-performing sales professionals. Your Role Connect with qualified leads to identify financial needs. Present and sell tailored financial solutions. Manage the full sales process and maintain lasting client relationships using our CRM tools. What We’re Looking For Self-Motivated & Goal-Oriented professionals who can thrive independently. Strong Communicators confident in virtual meetings. Entrepreneurial Mindsets driven by results and rewards. Compensation: Commission-only (1099 Independent Contractor). No income cap. Top performers regularly achieve six-figure earnings through consistent effort, relationship-building and following our proven system. You’ll have full control over your schedule and income potential, supported by quality leads and proven sales systems that reward dedication and results. At Legacy Harbor Advisors, you’re not just earning a paycheck, you’re building a business. Enjoy the freedom to design your own schedule, grow your income without limits, and take ownership of your professional future in a thriving, fast-growing financial network.