legacyharboradvisors.com
This role is a remote, 1099 independent contractor position focused on selling financial products like indexed universal life insurance and annuities. The specialist is responsible for engaging clients, delivering virtual presentations, and achieving sales targets through a commission-based structure with unlimited earning potential. Candidates will benefit from comprehensive online training, mentorship, and exclusive incentives while managing their own schedule.
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.
3366% above the average for this role