Remote Client Acquisition Representative (Trainings Provided)

Unlock your potential with unlimited earning opportunities and the freedom to work from anywhere!

About Us

Legacy Harbor Advisors is a nationally recognized financial services firm featured in Forbes and Entrepreneur Magazine and consistently ranked on the Inc. 5000 list. We empower professionals to build rewarding careers while helping clients achieve lasting financial security.

Position Overview

We’re looking for a motivated Client Acquisition Representative to join our high-performing remote team. This is an excellent opportunity for driven individuals who thrive on building client relationships, achieving goals, and making a meaningful impact.

As part of our team, you’ll receive qualified leads , comprehensive training , and ongoing mentorship , all while enjoying the flexibility to design your own schedule and determine your own success.

What You’ll Do

• Conduct virtual consultations to understand client needs and recommend personalized financial solutions

• Present products such as life insurance, annuities, and investment options

• Manage your client pipeline using advanced CRM and digital sales tools

• Collaborate with mentors and peers to develop winning client acquisition strategies

• Deliver exceptional client service and long-term financial guidance

What You Bring

• Strong communication and relationship-building skills

• Self-motivated and coachable with an entrepreneurial mindset

• Experience in sales, customer service, or financial services preferred

• Professional presentation in virtual meetings

• Comfortable working independently in a remote environment

What You’ll Gain

• Commission-Based (1099) – Unlimited earning potential

• Flexible Schedule – You control your hours and income

• Pre-Qualified Leads – No cold calling required

• Training & Mentorship – Learn from top producers and industry experts

• Incentives & Rewards – Performance bonuses and all-expenses-paid trips

• Career Growth – Ongoing development and advancement opportunities

Join Us

Take charge of your future with a company that rewards ambition and excellence.
Apply today to become a Remote Client Acquisition Representative with Legacy Harbor Advisors, where your success has no limits!