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Legacy Harbor Advisors

Legacy Harbor Advisors

via Jazzhr

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Remote Customer Sales Associate

Anywhere
Full-time
Posted 2/14/2026
Direct Apply
Key Skills:
Customer relationship management
Financial product knowledge
Sales and client consultation

Compensation

Salary Range

$0K - 0K a year

Responsibilities

Conduct virtual client consultations, present financial solutions, build long-term client relationships, and utilize CRM systems.

Requirements

Experience in sales, customer service, or financial services, excellent communication skills, ability to work independently remotely, and professional presentation skills.

Full Description

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.

This job posting was last updated on 2/14/2026

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