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© All Rights Reserved. ApplyBlast.com
legacyharboradvisors.com
Legacy Harbor Advisors is hiring a Remote Customer Sales Associate to conduct virtual consultations and present customized financial solutions like life insurance, annuities, and investment products. This role focuses on building long-term client relationships using advanced CRM systems while implementing proven sales methodologies to hit revenue targets. Candidates will collaborate with experienced mentors in a supportive, high-energy remote environment to achieve unlimited earning potential through commissions.
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.
legacyharboradvisors.com didn’t post a salary, so this is our estimate from similar listings.