Legacy Harbor Advisors logo

Remote Sales Representative (Entry level with trainings)

Legacy Harbor Advisors
Department:Design
Type:REMOTE
Region:San Francisco, CA
Location:San Jose, CA
Experience:Entry level
Estimated Salary:$40,000 - $60,000
Skills:
COMMUNICATIONSALESCLIENT RELATIONSHIP MANAGEMENTNEEDS ANALYSISPROBLEM SOLVING
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Job Description

Posted on: June 18, 2026

Join us and start earning while working from the comfort of your own home!

Are you looking for an entry-level, work-from-home career where you can make a real difference and control your earning potential? Legacy Harbor Advisors is expanding our team and seeking highly motivated Customer Sales Representatives. If you're a relationship builder who wants to help clients find crucial financial solutions from the comfort of your home, this is the perfect opportunity for you. No prior experience is needed, we provide all the training you’ll need to succeed.

Why Legacy Harbor Advisors?

We believe in empowering our team members just as much as we empower our clients. Here’s what sets this remote role apart:

  • Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future in your hands.
  • Ultimate Flexibility: Design your own schedule and achieve true work-life balance from your home office.
  • Quality Leads, No Cold Calling: We provide you with pre-qualified clients, so you can focus on building meaningful relationships and helping people.
  • Comprehensive Training: We offer robust training, essential tools, and dedicated mentorship to help you sharpen your skills and start strong.
  • Supportive Community: Join a collaborative network of peers who are committed to mutual success, even from a distance.

As a key member of our remote sales team, you’ll be the vital link connecting clients with smart financial solutions. Your responsibilities include:

  • Client Relationship Management: Engaging with pre-qualified clients to build lasting and trusting connections.
  • Needs Analysis: Understanding clients' unique situations and goals to tailor effective strategies.
  • Solution Delivery: Presenting personalized financial solutions like life insurance, Indexed Universal Life (IUL), and annuities.
  • Seamless Client Experience: Guiding clients effortlessly through every step, from initial inquiry to final plan implementation.

We're seeking a self-motivated individual with a client-first approach. We need someone with:

  • Strong Communication Skills: The ability to build rapport and clearly explain concepts in a remote setting.
  • Self-Motivation & Accountability: The drive to work independently and take ownership of your results from home.
  • Problem-Solving Mindset: A proactive approach to finding optimal solutions for every client.
  • A Passion for Helping Others: A genuine desire to positively impact clients' financial well-being and security.

Please Note: This is an independent contractor commission based position, and compensation is based solely on commission.

We are exclusively considering candidates from the United States at present.

Ready to take control of your career in a thriving, entry-level remote sales environment? Explore this exciting opportunity with Legacy Harbor Advisors and apply today!

Originally posted on LinkedIn

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