Legacy Harbor Advisors logo
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.

Remote Customer Sales Associate

Location

United States

Posted

88 days ago

Salary

0

Seniority

Mid Level

No structured requirement data.

Job Description

Remote Customer Sales Associate

Legacy Harbor Advisors

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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United States
Job Closed
OtherRemoteTeam 11-50H1B No Sponsor

• Take pre-qualified, warm calls with prospects who have already booked time to speak with you • Run tight discovery to understand their situation and goals • Present our solution and build value • Handle objections and close on the call • Maintain accurate records of calls and outcomes

United States
$15K - $35K / month
Job Closed
OtherRemoteTeam 5,001-10,000

Benefits: - Bonus based on performance - Company parties - Dental insurance - Flexible schedule - Health insurance - Opportunity for advancement - Training & development - Vision insurance At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve what’s possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to three of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by Forbes as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selk’s first Certified Mental Toughness Coach—also certified by the BrainFirst Institute in neuroscience-based coaching—we combine mindset and skill development to help advisors reach their full potential. We’re equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alex’s Lemonade Stand Foundation, and more that strengthen our communities and support families in need. Our thriving offices are located: - 301 North Neil Street, Suite 501, Champaign, IL 61820 - 102 South East Street, Bloomington, IL 61701 - 410 Fayette, Peoria, IL 6160 Follow this link to hear more about our 2030 Vision: https://watch.wave.video/7NXgeJ1aGGbGqgUH A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. 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Nick Ryba, Financial Advisor: - Time with NM: 3 years - Prior to: Spent over 10 years in corporate account management and consulting roles—4 years in logistics and 6 years in the medical device industry. Developed skills in interpersonal communication, problem-solving, time management, and customer service that now help him connect with and support his clients. - Passionate About: Very family-oriented and enjoys spending quality time with his wife and son. They love traveling, attending sporting events, discovering new restaurants and breweries, and maximizing time with friends and extended family. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. 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United States
$65K - $85K / year
Job Closed
OtherRemoteTeam 5,001-10,000

Benefits: - Bonus based on performance - Company parties - Dental insurance - Flexible schedule - Health insurance - Opportunity for advancement - Training & development - Vision insurance At the Dorner District of Northwestern Mutual, our mission is simple yet powerful: to help people discover and achieve what’s possible in life. With 27 years of experience developing top-performing financial advisors, our district is proud to be home to three of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by Forbes as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selk’s first Certified Mental Toughness Coach—also certified by the BrainFirst Institute in neuroscience-based coaching—we combine mindset and skill development to help advisors reach their full potential. We’re equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alex’s Lemonade Stand Foundation, and more that strengthen our communities and support families in need. Our thriving offices are located: - 301 North Neil Street, Suite 501, Champaign, IL 61820 - 102 South East Street, Bloomington, IL 61701 - 410 Fayette, Peoria, IL 6160 Follow this link to hear more about our 2030 Vision: https://watch.wave.video/7NXgeJ1aGGbGqgUH A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Kurt Dorner, Managing Director: - Time with NM: 22 years - Prior to: Spent 7 years in Big 8 Accounting and Benefit Consulting. Later became the first hire at a tech startup, where he was part of the leadership team that grew the company to 200 employees over 10 years. - Passionate About: Enjoys adventures with his wife and family, especially the energy of the ocean, mountains, big cities, college sports, and live music. Dedicated to mental and physical fitness, aligned with his purpose: to teach, train, and inspire people to compete for what’s possible today and enjoy the moments along the way. Jennifer Ronk, Director of Selection: - Time with NM: 3 years - Prior to: Built a career in the NBA and NFL, focusing on premium services and sales—courtside seating, club seats, and suites. - Passionate About: A proud wife and mom to two young children. Passionate about faith, family, and holistic health. Committed to creating a life that’s grounded, grateful, and well-balanced. Bradley Behrens, Co-Founder and Wealth Management Advisor, Behrens & Brown Wealth Management: - Time with NM: 13 years - Prior to: Began as an intern in college and has been with NM ever since. Before that, worked in landscaping and lawncare sales during college. - Passionate About: Helping others reach and enjoy financial security. Outside of work, Brad enjoys time with his wife and three kids, is active in his local church, and loves spending time with his 10 nieces and nephews. 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Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: https://youtu.be/7SlQuS7AOgQ Key Responsibilities: - Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. - Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. - Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. - Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. - Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: - Education: A bachelor's degree is preferred. - Experience: Previous experience in financial services, insurance or business development is beneficial but not required. - Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. - Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: - Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. - Income Potential: Competitive compensation structure including performance incentives, with no ceiling. - Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. - Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. - Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kurt Dorner is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

United States
$65K - $85K / year
Job Closed