Life Insurance Agent

Legacy Planning

Independent opportunity for driven, self-motivated individuals to build their own insurance business. Working fully remote, serving clients through a proven lead generation system.

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

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong self-motivation and the ability to manage a client pipeline effectively while following a proven sales system. Capable of presenting tailored life insurance solutions and adapting to various commitment levels.

Highest-signal resume keywords

Sales ExperienceClient ManagementPipeline DevelopmentCoachable AttitudeLicensing Readiness

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

Self-MotivatedAdaptabilityCommunication Skills

Tools & Technologies

Proprietary Lead System

Certifications & Qualifications

Life Insurance License

Industry Keywords

Life InsuranceClient-Facing RoleCustomer ServiceFinanceReal Estate

About the role

Key responsibilities & impact

Connect with interested clients through our proprietary lead system — people who have already requested information about coverage
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
Grow at your own pace — whether part-time or full-time, the system adapts to your commitment level

Requirements

What you’ll need

You are self-motivated and do not need someone standing over you to get things done
You have experience in sales, real estate, finance, customer service, or another client-facing role — insurance experience is not required
You are coachable and willing to follow a proven system even if it is new to you
You are ready to get licensed if you are not already (we will show you exactly how)

Benefits

Comp & perks

Carrier-paid training and mentorship from agents who are actively producing right now
Warm inbound leads — you talk to people who already raised their hand for coverage, so there is no cold calling.