legacyharboradvisors.com
As a Virtual Sales Representative at Legacy Harbor Advisors, you will build client relationships and deliver presentations for premium financial solutions such as Indexed Universal Life policies and annuities. This independent contractor role focuses on closing pre-screened leads, educating clients on financial goals, and achieving sales targets in a fullyremote environment. You will benefit from elite training, mentorship, and a culture designed for rapid career advancement without cold calling duties.
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
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