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© All Rights Reserved. ApplyBlast.com
legacyharboradvisors.com
This role is for a Remote Client Acquisition Specialist who functions as an independent contractor to sell financial products like annuities and life insurance. The candidate will manage leads, deliver virtual presentations, and work towards individual sales targets while enjoying flexible scheduling and comprehensive training. Success in this position requires strong relationship-building skills and the ability to articulate product value to prospective clients.
Legacy Harbor Advisors is a Chicago-based financial advisory firm offering comprehensive wealth management, retirement planning, estate planning, and tax advisory services. They provide personalized financial strategies tailored to each client's goals and risk tolerance, operating under a fiduciary standard to prioritize clients' best interests. Their services cater to both individuals and business owners, including succession planning, business valuation, and financial risk management.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for legacyharboradvisors.com.
43% below the average for this role
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