Remote Customer Sales Associate at Legacy Harbor Advisors

Riverside, California, United States -

Full Time

Start Date

Immediate

Expiry Date

15 May, 26

Salary

0.0

Posted On

14 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication, Interpersonal skills, Motivation, Coachability, Sales, Customer service, Financial services, Independent work, Virtual presentation, Goal-oriented, Entrepreneurial drive, Financial guidance, CRM systems, Sales technology

Industry

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.

Responsibilities

The associate will conduct virtual client consultations to present customized financial solutions, including life insurance, annuities, and investment products. Key duties also involve building long-term client relationships and utilizing CRM systems to manage the client pipeline and achieve revenue targets.