Insurance Sales Representative

Legacy Planning

Insurance Sales Representative providing tailored insurance solutions and maintaining client relationships for GIA Legacy Planning's remote team. Focus on generating leads and closing sales with a supportive environment.

Posted 5/8/2026full-timeRemote • Colorado • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Identify client needs and recommend tailored insurance solutions
Develop and maintain strong client relationships
Generate leads through networking, referrals, and company-provided resources
Educate clients on available policies and coverage options
Follow up with prospects to close sales and maintain customer satisfaction
Stay informed about industry trends and product offerings
Work independently while collaborating with a supportive team

Requirements

What you’ll need

Insurance license (or willingness to obtain one – we provide guidance)
Strong communication and interpersonal skills
Self-motivated with a results-driven mindset
Ability to work independently and manage time effectively
Basic computer skills for CRM and client management

Benefits

Comp & perks

Commission structure with potential for bonuses
Flexible work-from-home schedule/environment
Comprehensive training and mentorship programs
Access to top-rated insurance carriers and products
Opportunities for career growth and leadership development
Supportive team culture with ongoing coaching and professional development

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

communication skillsinterpersonal skillsself-motivatedresults-driven mindsettime management

Certifications

insurance license