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Remote Customer Sales Associate

Legacy Harbor Advisors, Montclair, NJ, United States


Position Overview 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.

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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