Legacy Planning

Independent Life Insurance Agent

Legacy Planning

full-time

Posted on:

Location Type: Remote

Location: Texas • United States

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About the role

  • Help clients find the best insurance policies to meet their needs.
  • Provide virtual consultations via phone or video conferencing.
  • Utilize our CRM and automation tools to manage leads efficiently.
  • Stay up to date on industry trends and carrier products.
  • Build long-term client relationships and provide excellent customer service.

Requirements

  • A self-motivated and coachable individual.
  • Previous experience in sales is encouraged to apply.
  • Ability to obtain an insurance license (if not already licensed).
  • Strong communication and problem-solving skills.
  • Tech-savvy and comfortable with online platforms.
Benefits
  • Work from home – With a laptop/iPad and an internet connection.
  • High Commission & Residual Income – compensation with renewal commissions.
  • Warm Leads System – No Cold Calling.
  • Training & Mentorship – Learn from top industry professionals.
  • Automated & AI-Driven Tools – Cutting-edge technology to streamline your business.
  • Flexible Schedule – Work full-time or part-time on your terms.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
self-motivatedcoachablestrong communicationproblem-solvingcustomer service
Certifications
insurance license