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© All Rights Reserved. ApplyBlast.com
legacyharboradvisors.com
Legacy Harbor Advisors is seeking 1099 Sales Advisors to develop client relationships and present tailored financial solutions through virtual consultations. The role focuses on guiding warm leads without cold calling to meet sales targets, utilizing products like Indexed Universal Life and annuities. Candidates will benefit from comprehensive training and the flexibility of remote work with uncapped earning potential.
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.