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© All Rights Reserved. ApplyBlast.com
legacyharboradvisors.com
This is a commission-only 1099 sales role focused on engaging inbound leads to navigate them through various financial products such as IULs, annuities, and life insurance. The position involves conducting qualifying calls, scheduling virtual consultations, and providing customized solutions using proprietary tools within a supportive, high-energy team environment. Candidates will benefit from structured workweeks, mentorship, and opportunities for rapid commission payouts and 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
View leadership team, funding history,
and employee contacts for legacyharboradvisors.com.
Right around the average for this role