Life Insurance Agent

Legacy Planning

Independent Life Insurance Agent working remotely with GIA Legacy Planning. Help families protect their assets while managing your own pipeline and schedule.

Posted 7/31/2026full-timeRemote • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client engagement and relationship management, utilizing a proven sales system to effectively present tailored life insurance solutions. Capable of building and managing a pipeline of active clients while being coachable and ready to obtain necessary licensing.

Highest-signal resume keywords

Sales ExperienceClient EngagementPipeline ManagementCoachable AttitudeLife Insurance Licensing

ATS Keywords

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Applicant Tracking System Keywords

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

Industry Keywords

Lead SystemLife InsuranceProtection SolutionsClient-Facing RoleFollow-UpDaily ActivityReferralsReal EstateFinanceCustomer Service

About the role

Key responsibilities & impact

Connect with interested clients through our proprietary lead system
Present life insurance and protection solutions tailored to each family's situation
Follow our step-by-step system for consistent daily activity and follow-up
Build and manage your own pipeline of active clients and referrals

Requirements

What you’ll need

Experience in sales, real estate, finance, customer service, or another client-facing role
Coachable and willing to follow a proven system
Ready to get licensed if not already

Benefits

Comp & perks

Carrier-paid training and mentorship
Build a book of business that pays you on every policy you write
No ceiling on your income
Control your schedule
Warm inbound leads