Remote Client Acquisition Representative (Trainings Provided)

Other Jobs To Apply

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!

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

Related Posts

Data Entry Question and Answer

$150 $49

Remote Question and Answer

$150 $49

Virtual Assistant Question and Answer

$150 $49

Content Moderator Question and Answer

$150 $49

Customer Service Question and Answer

$150 $49

Video Game Tester Question and Answer

$150 $49