Experienced Remote Customer Sales Associate - Financial Services and Client Success Expert

Unlock Your Sales Potential with Legacy Harbor Advisors Legacy Harbor Advisors is on the hunt for a driven and ambitious Remote Customer Sales Associate to join our award-winning team of financial services professionals. As a 1099 independent contractor, you'll have the flexibility to set your own schedule and the opportunity to earn unlimited income based on your performance. If you're passionate about delivering exceptional client success and making a meaningful impact in the financial services industry, we invite you to explore this exciting opportunity. About Legacy Harbor Advisors: A Leader in Financial Services Legacy Harbor Advisors is a renowned organization that has been consistently ranked on the Inc. 5000 list and featured in prestigious publications such as Forbes and Entrepreneur Magazine. Our company culture is built on a foundation of professional development, innovative sales strategies, and a commitment to creating an exceptional workplace environment for our team members. We're dedicated to empowering financial services professionals to achieve their full potential and make a lasting impact on their clients' lives. Key Responsibilities: Driving Client Success and Revenue Growth As a Remote Customer Sales Associate with Legacy Harbor Advisors, you'll play a critical role in driving client success and revenue growth through your sales expertise and exceptional client service skills. Your key responsibilities will include: Conducting virtual client consultations via phone and video conferencing platforms to understand their financial needs and goals Presenting customized financial solutions, including life insurance, annuities, and investment products, to help clients achieve their objectives Building and maintaining long-term client relationships through expert financial guidance and ongoing support Collaborating with experienced team members and industry mentors to stay up-to-date on industry trends and best practices Utilizing advanced CRM systems and sales technology to manage your client pipeline and stay organized Implementing proven sales methodologies to achieve revenue targets and drive business growth Providing ongoing client support and financial education to ensure client satisfaction and loyalty Qualifications: The Skills and Traits We're Looking For To succeed as a Remote Customer Sales Associate with Legacy Harbor Advisors, you'll need to possess a unique blend of skills, traits, and experience. Our ideal candidate will have: Essential Qualifications Excellent communication and interpersonal skills to build strong client relationships Strong motivation and coachability to drive sales performance and achieve revenue targets The ability to work independently in a remote environment with minimal supervision Professional presentation skills for virtual meetings and client consultations A goal-oriented mindset with an entrepreneurial drive to succeed Preferred Qualifications Experience in sales, customer service, or financial services to leverage existing skills and knowledge A background in financial services or a related field to understand the industry and its complexities A proven track record of sales success and revenue growth in a previous role Skills and Competencies: The Key to Success in This Role To excel as a Remote Customer Sales Associate with Legacy Harbor Advisors, you'll need to possess a range of skills and competencies, including: Sales expertise: The ability to identify client needs, present customized solutions, and close deals Client service skills: The ability to build strong client relationships and provide ongoing support Communication skills: The ability to communicate effectively via phone, video conferencing, and email Technical skills: Proficiency in CRM systems and sales technology to manage your client pipeline Analytical skills: The ability to analyze client data and financial information to provide expert guidance Time management skills: The ability to manage your time effectively and prioritize tasks in a remote environment Career Growth Opportunities and Learning Benefits At Legacy Harbor Advisors, we're committed to helping our team members grow and develop their skills and expertise. As a Remote Customer Sales Associate, you'll have access to: Comprehensive training: Interactive courses, mentorship, and ongoing coaching to help you succeed Industry insights: Access to industry leaders and experts to stay up-to-date on the latest trends and best practices Career development: Opportunities to advance your career and take on new challenges Performance incentives: Rewards and recognition for top performers, including all-expenses-paid trips and other incentives Work Environment and Company Culture As a Remote Customer Sales Associate with Legacy Harbor Advisors, you'll be part of a dynamic and supportive team culture that emphasizes collaboration, innovation, and professional development. Our 100% remote work environment offers the flexibility to work from anywhere, while our team-oriented culture ensures you'll have the support and resources you need to succeed. Highlights of Our Company Culture Collaborative support: Team members who are committed to helping each other succeed High-energy environment: A dynamic and fast-paced work environment that's always exciting Mentorship: Experienced financial services professionals who are dedicated to mentoring and coaching Professional development: Opportunities to grow and develop your skills and expertise Compensation, Perks, and Benefits As a 1099 independent contractor with Legacy Harbor Advisors, you'll have the opportunity to earn unlimited income based on your performance. Our compensation package includes: Commission-based compensation: Earn a percentage of the revenue you generate Flexible schedule: Set your own hours and work-life balance Qualified leads: Work with pre-screened prospects, eliminating the need for cold calling Comprehensive training: Interactive courses, mentorship, and ongoing coaching to help you succeed Technology support: State-of-the-art CRM and sales tools to help you manage your client pipeline Performance incentives: Rewards and recognition for top performers, including all-expenses-paid trips and other incentives Join Our Team and Unlock Your Sales Potential If you're a driven and ambitious sales professional looking for a new challenge, we invite you to join our team as a Remote Customer Sales Associate. With Legacy Harbor Advisors, you'll have the opportunity to earn unlimited income, develop your skills and expertise, and make a meaningful impact on your clients' lives. Apply today to begin your journey and unlock your sales potential. Apply for this job