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Legacy Planning

Licensed Life Insurance Agent

Legacy Planning

Licensed Life Insurance Agent helping individuals and families find suitable insurance coverage and support. Working remotely, managing client relationships, and ensuring ongoing policy assistance.

Posted 7/19/2026full-timeRemote • New Jersey • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core 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, coupled with a commitment to staying informed on industry trends.

Highest-signal resume keywords
Active Life Insurance LicenseActive Health Insurance LicenseSales Cycle ManagementClient Relationship ManagementStrong Communication Skills

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
Interpersonal SkillsSelf-MotivatedDrive for SuccessAbility to Work IndependentlyRemote Work Capability
Certifications & Qualifications
Life Insurance LicenseHealth Insurance License
Industry Keywords
Insurance Needs AssessmentPolicy Options EducationClient SupportIndustry TrendsSales Prospecting

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)
  • 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