Note: The job is a remote job and is open to candidates in USA. Legacy Harbor Advisors is expanding its remote sales team and is seeking motivated Customer Sales Representatives. This entry-level position involves building relationships with clients to provide tailored financial solutions, while enjoying the flexibility of working from home.
Responsibilities
- Client Relationship Management: Engaging with pre-qualified clients to build lasting and trusting connections
- Needs Analysis: Understanding clients' unique situations and goals to tailor effective strategies
- Solution Delivery: Presenting personalized financial solutions like life insurance, Indexed Universal Life (IUL), and annuities
- Seamless Client Experience: Guiding clients effortlessly through every step, from initial inquiry to final plan implementation
Skills
- Strong Communication Skills: The ability to build rapport and clearly explain concepts in a remote setting
- Self-Motivation & Accountability: The drive to work independently and take ownership of your results from home
- Problem-Solving Mindset: A proactive approach to finding optimal solutions for every client
- A Passion for Helping Others: A genuine desire to positively impact clients' financial well-being and security
Benefits
- Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future in your hands.
- Ultimate Flexibility: Design your own schedule and achieve true work-life balance from your home office.
- Quality Leads, No Cold Calling: We provide you with pre-qualified clients, so you can focus on building meaningful relationships and helping people.
- Comprehensive Training: We offer robust training, essential tools, and dedicated mentorship to help you sharpen your skills and start strong.
- Supportive Community: Join a collaborative network of peers who are committed to mutual success, even from a distance.
Company Overview