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.

• Act as the main point of contact for client inquiries via phone, email, and chat, providing timely and professional responses. • Handle client concerns with care and urgency, ensuring swift resolution of issues. • Lead clients through a seamless onboarding process, guiding them on how to use our online tools and keeping them informed every step of the way. • Facilitate and prepare proposals for both new and existing clients, manage renewals, and follow up on outstanding client requests or potential upsell opportunities. • Audit service processes to ensure adherence to best practices and drive improvements where gaps are identified. • Work closely with internal teams to ensure client expectations are met and exceeded.

• Act as the main point of contact for client inquiries via phone, email, and chat • Coordinate internally to resolve any issues promptly • Handle client concerns urgently and efficiently • Lead clients through a seamless onboarding process • Prepare proposals for new and existing clients and manage renewals • Audit service processes to ensure adherence to best practices • Work closely with internal teams to meet and exceed client expectations

Role Description Na Factorial, acreditamos que a diversidade é o que nos impulsiona. Por isso, estamos abrindo esta posição de Account Manager exclusiva para talentos trans que queiram levar nosso time de Customer Success e nossos clientes para o próximo nível! - Construir e desenvolver relacionamentos de alta qualidade com nossos clientes, através de comunicação regular e planos de melhoria constante. - Gerenciar sua própria carteira de clientes, mantendo informações atualizadas e construindo relatórios de acompanhamento. - Interagir com clientes Low, Mid e High touch, adaptando-se a diferentes canais de comunicação. - Garantir um processo de integração e implementação de elevada qualidade desde a assinatura do contrato. - Identificar necessidades dos clientes para traçar estratégias de vendas personalizadas (cross-sell e up-sell) e gerenciar a retenção (churn). - Garantir respostas rápidas, precisas e feedbacks personalizados. - Trabalhar em colaboração com as equipes de vendas, produto e desenvolvimento, sendo o ponto de contato principal e voz do cliente. - Realizar reuniões regulares via videochamada para gerar engajamento e apresentar atualizações de produto. Qualifications - Experiência anterior orientada para o cliente ou grande desejo de desenvolver essa carreira (Vendas, CS, CX ou áreas correlatas são muito valorizadas!). - Gosto por facilitar processos e suavizar obstáculos para clientes e colegas. - Perfil ambicioso, automotivado e com forte espírito de equipe. - Pessoa organizada, proativa e que adora solucionar problemas. - Habilidade com ferramentas de CRM e gerenciamento de portfólio. - Pronto para trabalhar no ritmo dinâmico de uma startup. - Vontade de sugerir melhorias e participar ativamente da nossa cultura de mudança. Benefits - Plano de saúde e odontológico 🩺 - Vale refeição 🥙 - Wellhub/Totalpass 🤸‍♀️ - Auxílio-creche 👶 - Aula de Idiomas in-company 👩🏽‍🏫 - Ambiente seguro, multicultural e genuinamente amigável 💗 Company Description A Factorial é uma startup de software de RH fundada em 2016. Nossa missão é ajudar pequenas e médias empresas a automatizar fluxos de trabalho e tomar melhores decisões através de dados. Com mais de 1000 pessoas na equipe e sede em Barcelona, atendemos milhares de clientes em 60 países. - A diversidade faz parte da nossa cultura. - Temos pessoas de mais de 25 nacionalidades e estamos empenhados em construir um ambiente inclusivo para todas as pessoas.