Lead Life Insurance Sales Agent

Legacy Planning

Life Insurance Sales Agent at GIA Legacy Planning specializing in personalized insurance solutions. Focused on building client relationships and working independently in a supportive remote team environment.

Posted 6/2/2026full-timeRemote • Montana • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Identify client needs and recommend tailored insurance solutions
Develop and maintain strong client relationships
Educate clients on available policies and coverage options
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

Uncapped commission structure with potential for bonuses
Flexible work schedule (remote position)
Virtual 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

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

Soft Skills

strong communication skillsinterpersonal skillsself-motivatedresults-driven mindsetability to work independentlytime management

Certifications

insurance license