Remote Customer Sales Associate

Legacy Harbor Advisors•Jacksonville, FL

14h•Remote

About The Position

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.

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

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

Benefits

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
100% remote position
Team-oriented culture with collaborative support
High-energy, dynamic work environment
Mentorship from experienced financial services professionals