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Life Insurance Agent
Legacy PlanningIndependent contractor role for Life Insurance Agent serving clients remotely while working with GIA Legacy Planning. Selling life insurance and protection solutions with flexible scheduling.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong sales acumen and client relationship management skills, with the ability to follow a structured system for lead generation and client engagement. Capable of adapting to a flexible work schedule while pursuing licensing in the insurance industry.
Highest-signal resume keywords
Sales ExperienceClient Relationship ManagementPipeline ManagementCoachable AttitudeWillingness To Get Licensed
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Communication SkillsAdaptabilityCustomer Service Orientation
Tools & Technologies
Proprietary Lead System
Certifications & Qualifications
Insurance License
Industry Keywords
Life InsuranceProtection SolutionsClient-Facing RoleReal 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 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- Carrier-paid training and mentorship from agents who are actively producing right now