Note: The job is a remote job and is open to candidates in USA. Legacy Harbor Advisors is growing a nationwide virtual team and provides training and mentorship for individuals entering financial and insurance sales. The Remote Client Relationship Specialist role involves meeting with pre-qualified clients, understanding their financial security needs, recommending tailored products, and facilitating the virtual process through policy delivery.
Responsibilities
- Consult & Connect: Meet virtually with pre-qualified clients to understand their family's goals and financial security needs
- Provide Tailored Solutions: Guide clients toward the best modern financial products for their situation, including life insurance, retirement solutions, and annuities
- Deliver a Smooth Experience: Facilitate a simple, stress-free virtual process from the first consultation to policy delivery
Skills
- No background in finance or insurance? Don't worry. We provide comprehensive training and dedicated mentorship to set you up for success from day one
- • An Excellent Communicator: You love talking to people, listening deeply, and explaining concepts in a simple, friendly way
- • An Independent Go-Getter: You thrive in a remote environment, manage your time well, and love being your own boss
- • Heart-Centered: You genuinely care about helping everyday families secure peace of mind and financial legacies
- This is a 100% remote, independent contractor position with uncapped, commission-only earning potential. To be considered, candidates must currently reside within the United States
Benefits
- Comprehensive training and dedicated mentorship
- Warm connections with pre-screened, interested clients and zero cold calling
- Total flexible time with the ability to design your own schedule and set your own hours
- Work from home 100% of the time
- Uncapped commission earning potential
- Access to health, dental, and life insurance options through partner network programs
- Virtual workshops
- Modern digital sales tools
- A highly supportive team culture that celebrates your wins
Company Overview