legacyharboradvisors.com
A 1099 Sales Representative joins a top-performing, high-growth company to close sales on Indexed Universal Life (IUL) policies, annuities, and life insurance through virtual consultations. The role utilizes pre-qualified leads and advanced technology to tailor financial solutions without the need for cold calling or prospecting. This position offers a flexible schedule, uncapped earning potential, and extensive mentorship support.
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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