Life Insurance Agent

Legacy Planning

Independent life insurance agent helping families secure coverage through remote client sales. Building a personal book of business using inbound leads, follow-up, and a proven sales system.

Posted 8/5/2026contractRemote • Arizona • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates the ability to connect with clients and present tailored life insurance solutions while managing a pipeline of active clients. Capable of working independently and following a proven system to build a successful insurance business.

Highest-signal resume keywords

Sales ExperienceClient-Facing RoleIndependent ContractorLife Insurance LicensePipeline Management

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

Self-MotivatedCoachableWillingness to Follow a System

Tools & Technologies

Proprietary Lead System

Certifications & Qualifications

Life Insurance License

Industry Keywords

InsuranceClient ManagementBusiness DevelopmentDaily ActivityFollow-Up

About the role

Key responsibilities & impact

Connect with interested clients through the proprietary lead system
Present life insurance and protection solutions tailored to each family's situation
Follow the step-by-step system for consistent daily activity and follow-up
Build and manage a pipeline of active clients and referrals
Build a book of business and earn on policies written
Grow at an individual pace, either part-time or full-time
Apply the system to develop an independent insurance business

Requirements

What you’ll need

Self-motivated and able to work independently
Experience in sales, real estate, finance, customer service, or another client-facing role
Insurance experience is not required
Coachable and willing to follow a proven system
Willingness to obtain a life insurance license if not already licensed
Consistent daily activity and follow-up
Ability to work as an independent contractor
Opportunity is for candidates in the Houston area, while the listed job location is Phoenix, AZ

Benefits

Comp & perks

100% remote work
Flexible schedule; mornings, evenings, and weekends
Warm inbound leads; no cold calling
Carrier-paid training
Mentorship from actively producing agents
Ownership model and overrides as you grow a team
No ceiling on income
Ability to work part-time or full-time