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Life Insurance Agent
Legacy PlanningIndependent life insurance agent helping Houston-area families secure protection coverage remotely. Building a personal client pipeline and book of business through inbound leads and commission-based sales.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong sales acumen and the ability to build and manage client relationships effectively. Capable of following a proven system to achieve consistent daily activity and pipeline growth while working independently as an independent contractor.
Highest-signal resume keywords
Sales ExperienceClient Relationship ManagementLife Insurance LicensePipeline ManagementCoachable Attitude
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Self-MotivatedIndependent WorkCommunication Skills
Tools & Technologies
Proprietary Lead System
Certifications & Qualifications
Life Insurance License
Industry Keywords
SalesReal EstateFinanceCustomer ServiceClient-Facing Role
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
- Grow at your own pace, part-time or full-time
- Build a book of business and grow a team through the ownership and overrides model
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
- Ready to obtain a life insurance license if not already licensed
- Consistent daily activity and follow-up
- Willingness to work as an independent contractor on a 1099 commission-only basis
Benefits
Comp & perks- Control your schedule — mornings, evenings, weekends
- 100% remote work
- Warm inbound leads; no cold calling
- Carrier-paid training and mentorship
- Ownership model and overrides as you grow a team
- No ceiling on income
- Opportunity to build a book of business that pays on every policy written