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Legacy Planning

Life Insurance Agent

Legacy Planning

Independent Life Insurance Agent working remotely to connect with clients in the Toledo area. Candidates will manage their own schedules and build a book of business.

Posted 8/2/2026full-timeRemote • Ohio • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core 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 present tailored insurance solutions and build a robust pipeline of clients. Self-motivated and adaptable, ready to follow established systems and obtain necessary licensing.

Highest-signal resume keywords
Sales ExperienceClient Relationship ManagementPipeline ManagementSelf-MotivationInsurance Licensing

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

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

Tools & Technologies
Proprietary Lead System
Certifications & Qualifications
Life Insurance License
Industry Keywords
Insurance SolutionsClient-Facing RoleCustomer ServiceReal EstateFinance

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
  • 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
  • Self-motivated and do not need someone standing over you to get things done
  • Willing to follow a proven system
  • Ready to get licensed if you are not already

Benefits

Comp & perks
  • Carrier-paid training and mentorship
  • Warm inbound leads
  • Control your schedule
  • 100% remote work