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.
CompHealth services are always free to you. Let us do the heavy lifting and handle the headache of credentialing, travel, housing, and so much more. With the premier staffing agency as your champion, you can achieve more success with less worry. No other agency has our ...
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