Legacy Harbor Advisors · 3 weeks ago
Insurance Sales Representative: Fully Remote, No Cold Calls, Great Training
Legacy Harbor Advisors is a rapidly growing company recognized as one of Inc. 5000's fastest-growing businesses and featured in Forbes. They are seeking motivated Sales Representatives to work remotely, helping clients make informed financial decisions by connecting with pre-qualified leads and recommending personalized financial solutions.
Financial Services
Responsibilities
Engage with pre-qualified leads and build meaningful relationships
Understand each client’s financial situation and long-term goals
Recommend personalized solutions such as life insurance, IULs, and annuities
Support clients throughout the entire process, from consultation to follow-up
Use CRM tools to manage client interactions and maintain organization
Qualification
Required
Strong communication and interpersonal skills
Ability to work independently and manage your own time
A client-first mindset with a passion for helping others
Self-motivation and a results-driven attitude
Benefits
Life insurance
Company Healthcare exchange (Medical / dental / vision)
Up to $15000 Training bonus (performance based)
All-expense paid company incentive trips
Company
Legacy Harbor Advisors
At Legacy Harbor Advisors, we provide personalized financial strategies to help individuals, families, and businesses achieve their long-term goals.
Funding
Current Stage
Early StageCompany data provided by crunchbase