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© All Rights Reserved. ApplyBlast.com
legacyharboradvisors.com
Legacy Harbor Advisors seeks a Sales Advisor on a 1099 basis to develop client relationships and present financial solutions remotely. This role involves conducting virtual consultations with warm leads and guiding them through the sales process for products like IUL and annuities. Success is measured by meeting individual and team sales targets while maintaining high standards of client service.
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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