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Legacy Planning

Licensed Life Insurance Agent

Legacy Planning

Licensed 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.

Posted 7/4/2026full-timeRemote • Utah • 🇺🇸 United StatesMid-LevelSeniorWebsite

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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
Interpersonal SkillsSelf-MotivatedDrive for SuccessAbility to Work IndependentlyAbility to Work Remotely
Certifications
Life Insurance LicenseHealth Insurance License