Remote Otter LogoRemoteOtter

Sales Representative - Flexible Hours - Remote

Posted Yesterday
Sales / Business
Contract
CA, USA

Overview

Join a dynamic team dedicated to helping clients secure their financial futures through innovative solutions and personalized service.

In Short

  • Engage with inbound inquiries from clients across the nation.
  • Conduct virtual consultations to assess client needs.
  • Create tailored financial product proposals using proprietary tools.
  • Manage the sales cycle from outreach to commission payout.
  • Offer a range of financial products including IUL, Annuities, and Life Insurance.
  • Be part of a high-achieving, supportive team.
  • Enjoy a flexible, remote work environment.
  • Receive comprehensive mentorship and training.
  • Work in a performance-based environment.
  • Opportunity for financial independence based on performance.

Requirements

  • Integrity and a strong moral compass.
  • Strong work ethic and determination to excel.
  • Willingness to learn and adapt.
  • Proactivity and results-driven mindset.
  • Ability to conduct virtual consultations effectively.
  • Experience in sales or customer service is a plus.
  • Comfortable working in a commission-based role.
  • Availability for flexible hours.
  • Must be located in the U.S.
  • Ability to work independently.

Benefits

  • Comprehensive mentorship from industry leaders.
  • Flexible work environment.
  • Tools for success provided.
  • Opportunity to make a tangible impact.
  • Achieve personal and professional milestones.
Legacy Harbor Advisors logo

Legacy Harbor Advisors

Legacy Harbor Advisors is an award-winning financial services company recognized for its outstanding workplace culture, innovation, and commitment to professional growth. Featured in Forbes and Entrepreneur Magazine, and consistently ranked on the Inc. 5000 list, the company offers a dynamic and supportive environment for sales professionals. With a focus on helping clients achieve their financial goals through personalized solutions, Legacy Harbor Advisors provides comprehensive training, flexible scheduling, and high earning potential, making it an ideal choice for motivated individuals looking to thrive in their careers.

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