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Licensed Life Insurance Agent
Legacy PlanningLicensed Life Insurance Agent consulting clients on insurance needs with a focus on suitable coverage and ongoing policy support. Work fully remote with opportunities for growth and effective training.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in assessing client insurance needs and recommending appropriate coverage while managing the full sales cycle. Strong ability to maintain client relationships and provide ongoing support, leveraging effective communication and interpersonal skills.
Highest-signal resume keywords
Active Life Insurance LicenseActive Health Insurance LicenseSales Cycle ManagementClient Relationship ManagementStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Interpersonal SkillsSelf-MotivatedDrive for SuccessAbility to Work IndependentlyAbility to Work Remotely
Tools & Technologies
DesktopIpadCell Phone
Certifications & Qualifications
Life Insurance LicenseHealth Insurance License
Industry Keywords
Insurance Needs AssessmentPolicy Options EducationIndustry TrendsOngoing Policy Support
About the role
Key responsibilities & impact- Consult with clients to assess their insurance needs & recommend suitable coverage
- Educate clients on policy options and help them make informed decisions
- Manage the full sales cycle from prospecting to closing deals
- Maintain relationships with clients and provide ongoing policy support
- Stay up to date with industry trends and product knowledge
Requirements
What you’ll need- Active Life and/or Health Insurance License (Required)
- Have personal technical device to conduct business ( desktop, Ipad, cell phone etc.)
- Strong communication and interpersonal skills
- Self-motivated with a drive for success
- Ability to work independently and remotely
Benefits
Comp & perks- Work from anywhere – 100% remote position with flexible hours
- Uncapped commission based earning potential
- Warm leads system – No cold calling required
- Daily comprehensive training & mentorship – We invest in your success
- Cutting-edge technology & CRM – Automate tasks and streamline sales
- Opportunities for advancement – Grow into leadership roles
- Supportive team culture – Be a part of a network of top agents