Insurance Agent – High Level Strategy

Legacy Planning

Insurance Agents providing tailored insurance solutions and building client relationships from home. Join a culture focused on mentorship and professional growth in a results-driven industry.

Posted 7/13/2026full-timeRemote • Utah • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in identifying client needs and recommending tailored insurance solutions while maintaining strong client relationships. Proficient in lead generation and client education on insurance policies and coverage options.

Highest-signal resume keywords

Insurance LicenseClient Relationship ManagementLead GenerationStrong Communication SkillsSelf-Motivated

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Soft Skills

Interpersonal SkillsResults-Driven MindsetTime Management

Tools & Technologies

CRM Software

Certifications & Qualifications

Insurance License

Industry Keywords

Insurance SolutionsClient EducationSales ClosingIndustry TrendsNetworking

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

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