Note: The job is a remote job and is open to candidates in USA. Legacy Harbor Advisors is growing a nationwide virtual team that helps families protect their financial futures. The Remote Client Relationship Specialist will consult with pre-qualified clients, recommend financial products such as life insurance, retirement solutions, and annuities, and guide them through the virtual policy process.
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
- You love talking to people, listening deeply, and explaining concepts in a simple, friendly way
- You thrive in a remote environment, manage your time well, and love being your own boss
- 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
- Warm connections and pre-screened, interested clients; no cold calling
- Comprehensive training and dedicated mentorship
- 100% remote work-from-home arrangement
- Total flexible time with the ability to design your own schedule and set your own hours
- Uncapped commission-only earning potential
- Access to health, dental, and life insurance options through partner network programs
- Virtual workshops
- Modern digital sales tools
- Supportive team culture that celebrates wins
Company Overview