Legacy Harbor Advisors

Our company is thriving, earning recognition as a Top Company Culture for two consecutive years, featured in Forbes, and ranked for six straight years on the Inc. 5000 list of fastest-growing companies. With over 15 years of continuous expansion, we offer an unmatched opportunity to grow and succeed.

Customer Sales Associate

Customer Success ManagerCustomer SuccessContractRemote

Location

United States

Posted

15 days ago

Salary

Not specified

No structured requirement data.

Job Description

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

Legacy Harbor Advisors seeks a motivated Remote Customer Sales Associate to join our award-winning team. This remote position offers unlimited earning potential and flexible scheduling for driven sales professionals passionate about financial services and client success.

  • 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

Requirements

  • 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

Benefits

  • 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.

Job Requirements

  • 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
  • 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

Benefits

  • 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.

Related Job Pages

More Customer Success Manager Jobs

Director, Customer Success

Meal Ticket

Deliver Data-Driven Results with our suite of solutions for distributors, suppliers, and operators.

Customer Success Manager15 days ago
Full TimeRemoteTeam 51-200Since 2010

Director of Customer Success leading Operator segment in North America

Idaho

Customer Success Specialist – Logistics Operations

Vantage Point Logistics

Vantagepoint logistics strives to provide timely essential services.Our Services are custom to the needs of the customer

Customer Success Manager15 days ago
Full TimeRemoteTeam 1-10Since 2021

Entry-level Customer Success Specialist in healthcare logistics operations

Ohio
Customer Success Manager15 days ago
Full TimeRemote

About Phoebe Phoebe is modernizing America’s home healthcare infrastructure. This is the coordination layer for one of the largest labor markets in the country. Today, we build AI teammates for home care and home health agencies - starting with scheduling workflows that are mis...

Project managementCustomer onboardingClient relationship managementData analysisWorkflow configurationHealthcare operationsAI toolsLLM utilizationTraining deliveryCustomer feedback loops
United States

Client Success Associate

Array

Array is committed to providing equal employment opportunities to all individuals. We ensure that all hiring decisions are made without unlawful consideration of any person's race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, veteran status, disability, genetic information, marital status, citizenship, ancestry, or any other basis protected by applicable local, state, provincial, or federal law. We are dedicated to making our application process accessible. If you require an accommodation or assistance due to a disability, please notify us. Your request will be handled confidentially, and your application status will not be negatively affected. We strive to maintain a diverse, inclusive, and fair workplace where all team members are valued and respected.

Customer Success Manager15 days ago
Full TimeRemoteTeam 51-200H1B Sponsor

The Client Success Associate supports the Client Services team in delivering exceptional service to clients while ensuring smooth daily operations within the Court Reporting Division. This role assists with client communications, tracks and prioritizes tasks, helps resolve routin...

United States