legacyharboradvisors.com
Legacy Harbor Advisors is seeking a 1099 Sales Advisor to build client relationships and present financial solutions like indexed universal life and annuities. This remote role focuses on guiding warm leads through the sales process without cold calling while working towards individual and team targets. Candidates will receive comprehensive training on financial products and virtual engagement strategies in a flexible, independent contractor capacity.
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.
25% above the average for this role
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