Remote Customer Sales Associate

Legacy Harbor Advisors • Oklahoma City, OK

1d • 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

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed