legacyharboradvisors.com
A 1099 Independent Contractor Sales Representative at Legacy Harbor Advisors builds meaningful client relationships and delivers engaging virtual presentations to promote premium financial solutions. The role focuses on educating clients about Indexed Universal Life policies, annuities, and life insurance without requiring cold calling. Candidates will work remotely from anywhere in the U.S. to achieve and surpass individual and team sales targets.
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% below the average for this role
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