L
Legacy Harbor Advisors
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
L
Legacy Harbor Advisors
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