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Life Insurance Agent
Legacy PlanningIndependent life insurance agent helping Houston-area families secure protection through a proprietary lead system. Building a personal book of business with commission-based income and team overrides.
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 while following a proven system. Capable of working independently and motivated to grow a book of business in the life insurance sector.
Highest-signal resume keywords
Sales ExperienceClient Relationship ManagementLife Insurance LicensePipeline ManagementTeam Building
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-MotivatedCoachableIndependent Work
Tools & Technologies
Proprietary Lead System
Certifications & Qualifications
Life Insurance License
Industry Keywords
InsuranceClient-Facing RoleBook of BusinessDaily 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 through written policies
- Grow a team and earn overrides as the business develops
- Work at a self-determined pace, part-time or full-time
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
- Willingness to perform consistent daily activity and follow-up
- Not applicable for candidates seeking a guaranteed paycheck or base salary
- Independent contractor/1099 arrangement
Benefits
Comp & perks- 100% remote work
- Flexible schedule controlled by the agent
- Warm inbound leads; no cold calling
- Carrier-paid training
- Mentorship from actively producing agents
- Ownership model and overrides as the agent grows a team
- No ceiling on income
- Ability to work part-time or full-time
- Build a book of business with ongoing policy payments