Life Insurance Agent

Legacy Planning

Independent opportunity for self-motivated individuals to build a life insurance business remotely. Connect with clients, present solutions, and manage your own pipeline in Buffalo, NY.

Posted 8/2/2026full-timeRemote • New York • 🇺🇸 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 long-term growth.

Highest-signal resume keywords

Sales ExperienceClient EngagementPipeline 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 InsuranceProtection SolutionsClient-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

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