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© All Rights Reserved. ApplyBlast.com
legacyharboradvisors.com
This role involves engaging with inbound client inquiries nationwide to assess financial needs and provide personalized recommendations for insurance and investment products. Candidates will utilize proprietary tools to generate tailored proposals, manage the entire sales cycle from outreach to commission payout, and offer a suite of financial solutions including Indexed Universal Life (IUL) and Annuities.
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.
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