legacyharboradvisors.com
A Virtual Sales Representative at Legacy Harbor Advisors builds meaningful client relationships and delivers presentations to sell financial solutions like IUL policies and annuities. The role focuses on closing pre-screened leads and achieving sales targets without the need for cold calling. This position offers flexible remote work, elite training, and commission-based earnings for independent contractors.
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 & Customer Success Representative (Remote)
kensingtonpartnersgroup.com
Remote Sales Consultant
kensingtonpartnersgroup.com
Remote Customer Sales Representative
christianskyagency.com
Sales Customer Representative - Remote
kensingtonpartnersgroup.com
Virtual Sales Representative
Kenneth Brown Agency
Remote Sales Consultant
kensingtonpartnersgroup.com