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Remote Customer Sales Associate
- Montclair, California, United States
- Montclair, California, United States
Über
About Legacy Harbor Advisors We are a Forbes and Entrepreneur Magazine-featured organization consistently ranked on the Inc. 5000 list. Our company culture emphasizes professional development, innovative sales strategies, and exceptional workplace environment for financial services professionals.
Key Responsibilities
Conduct virtual client consultations via phone and video conferencing platforms
Present customized financial solutions including life insurance, annuities, and investment products
Build and maintain long‑term client relationships through expert financial guidance
Collaborate with experienced team members and industry mentors
Utilize advanced CRM systems and sales technology to manage client pipeline
Implement proven sales methodologies to achieve revenue targets
Provide ongoing client support and financial education
Qualifications
Excellent communication and interpersonal skills
Strong motivation and coachability
Experience in sales, customer service, or financial services preferred
Ability to work independently in remote environment
Professional presentation skills for virtual meetings
Goal‑oriented mindset with entrepreneurial drive
Compensation & Benefits
Commission-Based : 1099 independent contractor position with unlimited earning potential
Flexible Schedule : Set your own hours and work-life balance
Qualified Leads : Work with pre-screened prospects, no cold calling required
Comprehensive Training : Interactive courses, mentorship, and ongoing coaching
Technology Support : State-of-the-art CRM and sales tools provided
Performance Incentives : All-expenses-paid trips and rewards for top performers
Career Development : Access to industry leaders and professional growth opportunities
Work Environment
100% remote position
Team-oriented culture with collaborative support
High-energy, dynamic work environment
Mentorship from experienced financial services professionals
Ready to Apply? Join Legacy Harbor Advisors and transform your sales career with unlimited potential. We seek ambitious professionals ready to excel in financial services while making meaningful client impact.
This is a 1099 independent contractor position with a commission-based compensation structure and absolutely no income ceiling. Your success and earnings are entirely in your hands, with unlimited potential based on your performance.
Apply today to begin your journey as a Remote Customer Sales Associate with Legacy Harbor Advisors.
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Sprachkenntnisse
- English
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