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[Remote] Remote Sales Representative (Entry level with trainings)

Remote · USA Full-time New today

Note: The job is a remote job and is open to candidates in USA. Legacy Harbor Advisors is expanding its remote sales team and is seeking motivated Customer Sales Representatives. This entry-level position involves building relationships with clients to provide tailored financial solutions, while enjoying the flexibility of working from home.

Responsibilities

  • Client Relationship Management: Engaging with pre-qualified clients to build lasting and trusting connections
  • Needs Analysis: Understanding clients' unique situations and goals to tailor effective strategies
  • Solution Delivery: Presenting personalized financial solutions like life insurance, Indexed Universal Life (IUL), and annuities
  • Seamless Client Experience: Guiding clients effortlessly through every step, from initial inquiry to final plan implementation

Skills

  • Strong Communication Skills: The ability to build rapport and clearly explain concepts in a remote setting
  • Self-Motivation & Accountability: The drive to work independently and take ownership of your results from home
  • Problem-Solving Mindset: A proactive approach to finding optimal solutions for every client
  • A Passion for Helping Others: A genuine desire to positively impact clients' financial well-being and security

Benefits

  • Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future in your hands.
  • Ultimate Flexibility: Design your own schedule and achieve true work-life balance from your home office.
  • Quality Leads, No Cold Calling: We provide you with pre-qualified clients, so you can focus on building meaningful relationships and helping people.
  • Comprehensive Training: We offer robust training, essential tools, and dedicated mentorship to help you sharpen your skills and start strong.
  • Supportive Community: Join a collaborative network of peers who are committed to mutual success, even from a distance.

Company Overview

  • At Legacy Harbor Advisors, we provide personalized financial strategies to help individuals, families, and businesses achieve their long-term goals. It was founded in 2022, and is headquartered in Chicago, Illinois, US, with a workforce of 2-10 employees. Its website is https://legacyharboradvisors.info.
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