Life Insurance Agent

Legacy Planning

Independent Life Insurance Agent working remotely to connect with interested clients and provide tailored life insurance solutions. Building a book of business and managing a pipeline of clients in a flexible environment.

Posted 8/1/2026full-timeRemote • Louisiana • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong client engagement and sales capabilities, with a focus on building and managing a pipeline of active clients. Adaptable to a proven system for presenting tailored life insurance solutions and achieving personal growth in a flexible work environment.

Highest-signal resume keywords

Client EngagementSales ExperiencePipeline ManagementCoachable AttitudeSelf-Motivation

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

Communication SkillsInterpersonal Skills

Tools & Technologies

Proprietary Lead System

Certifications & Qualifications

Insurance License

Industry Keywords

Life InsuranceClient-Facing RoleCustomer ServiceReal EstateFinance

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 a career changer or part-timer in the Houston area looking for something with real long-term upside
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

You control your schedule — mornings, evenings, weekends, you decide
100% remote — serve clients across Houston and the surrounding Harris County area from wherever you are most productive
Warm inbound leads — you talk to people who already raised their hand for coverage, so there is no cold calling
Carrier-paid training and mentorship from agents who are actively producing right now
You build a book of business that pays you on every policy you write, with an ownership model and overrides as you grow a team
No ceiling on your income — your results are a direct reflection of your effort and consistency