legacyharboradvisors.com
The company is seeking an independent contractor Sales Representative to sell Indexed Universal Life (IUL) policies, annuities, and life insurance using pre-qualified leads. This role eliminates the need for cold calling or prospecting, instead focusing on virtual consultations to close deals quickly. Candidates will leverage provided high-quality technology and mentorship support to achieve uncapped earning potential and qualify for travel incentives.
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
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legacyharboradvisors.com didn’t post a salary, so this is our estimate from similar listings.
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