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[Remote] Virtual Sales Rep: Fully Remote, No Cold Calls, Great Training

Remote, USA Full-time Posted 2026-06-18

Note: The job is a remote job and is open to candidates in USA. Legacy Harbor Advisors is a rapidly growing company recognized as one of Inc. 5000's fastest-growing companies. They are seeking motivated Sales Representatives to work remotely and assist clients in making informed financial decisions.

Responsibilities

  • Engage with pre-qualified leads and build meaningful relationships
  • Understand each client’s financial situation and long-term goals
  • Recommend personalized solutions such as life insurance, IULs, and annuities
  • Support clients throughout the entire process, from consultation to follow-up
  • Use CRM tools to manage client interactions and maintain organization

Skills

  • Strong communication and interpersonal skills
  • Ability to work independently and manage your own time
  • A client-first mindset with a passion for helping others
  • Self-motivation and a results-driven attitude

Benefits

  • Life insurance as well as company Healthcare exchange (Medical / dental / vision)
  • Up to $15000 Training bonus (performance based)
  • All-expense paid company incentive trips

Company Overview

  • At Legacy Harbor Advisors, we provide personalized financial strategies to help individuals, families, and businesses achieve their long-term goals. It was founded in 2022, and is headquartered in Chicago, Illinois, US, with a workforce of 2-10 employees. Its website is https://legacyharboradvisors.info.
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