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© All Rights Reserved. ApplyBlast.com
legacyharboradvisors.com
A Sales Advisor at Legacy Harbor Advisors recruits clients for financial solutions like Annuities, Life Insurance, and Indexed Universal Life policies through remote, commission-based interactions. The role focuses on guiding warm leads through the sales process without cold calling, utilizing virtual consultations to present tailored product overviews. Independent contractors will build client relationships and meet individual sales targets while leveraging comprehensive training and expert team 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
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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