Virtual Customer Sales Representative

L

Legacy Harbor Advisors

Applications Closed

Posted 3 months ago

Full Time

Thousand Oaks, California

Fully Remote

Smart Summary

Connect with qualified leads to identify their financial needs and present tailored financial solutions. Manage the full sales process and maintain lasting client relationships using CRM tools.

We are looking for self-motivated and goal-oriented individuals with strong communication skills and an entrepreneurial mindset. As a Customer Sales Representative, you will connect with qualified leads, present financial solutions, and manage client relationships using CRM tools. This is a commission-based, remote position with comprehensive training and unlimited income potential.

Must Have Skills for ATS

Self-Motivated

Goal-Oriented

Strong Communicators

Entrepreneurial Mindsets

Sales Techniques

Financial Products

Client Relationships

CRM Tools

Job Description

Are you an ambitious self-starter looking for a career that rewards drive, discipline, and performance? At Legacy Harbor Advisors, we empower independent professionals to achieve financial freedom while helping clients secure their financial futures. As a Customer Sales Representative, you’ll enjoy the flexibility of working from anywhere, the satisfaction of helping others, and the potential to build a business that truly reflects your hard work.

This is not your typical sales job, it’s an opportunity to take control of your income and career growth on your own terms. We provide comprehensive training, top-quality leads, and a supportive team environment designed to help you succeed. If you’re ready to take the next step toward building a rewarding career in financial services, we want to hear from you.

What You’ll Love
  • No Cold Calling: We provide pre-qualified leads so you can focus on closing, not prospecting.
  • Work From Anywhere: 100% remote with flexible scheduling.
  • Unlimited Income: Earnings are performance-based with no caps.
  • Comprehensive Training: Learn proven sales techniques and financial products (Life Insurance, IULs, Annuities).
  • Supportive Network: Join a community of high-performing sales professionals.
Your Role
  • Connect with qualified leads to identify financial needs.
  • Present and sell tailored financial solutions.
  • Manage the full sales process and maintain lasting client relationships using our CRM tools.
What We’re Looking For
  • Self-Motivated & Goal-Oriented professionals who can thrive independently.
  • Strong Communicators confident in virtual meetings.
  • Entrepreneurial Mindsets driven by results and rewards.
Compensation:
Commission-only (1099 Independent Contractor). No income cap. Top performers regularly achieve six-figure earnings through consistent effort, relationship-building and following our proven system. You’ll have full control over your schedule and income potential, supported by quality leads and proven sales systems that reward dedication and results.

At Legacy Harbor Advisors, you’re not just earning a paycheck, you’re building a business. Enjoy the freedom to design your own schedule, grow your income without limits, and take ownership of your professional future in a thriving, fast-growing financial network.

L

Legacy Harbor Advisors

Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria