legacyharboradvisors.com
Legacy Harbor Advisors seeks passionate independent contractors to join a remote sales team specializing in premium financial solutions. The role involves building client relationships, delivering virtual presentations, and educating clients on Indexed Universal Life policies and annuities. Candidates will focus on closing pre-screened leads to meet individual and team sales targets without cold calling.
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.
Sales Associate (Remote)
christianskyagency.com
Sales Associate (Remote)
christianskyagency.com
Virtual Sales Representative - Work from home opportunity, No cold calling
Stratford Davis Staffing LLC
Remote Sales Associates
christianskyagency.com
Sales Associate (Remote)
christianskyagency.com
Account Sales Representative
Kenneth Brown Agency