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Sales Professional – Entrepreneurial Opportunity
Legacy PlanningIndependent remote life insurance agent helping families protect their assets through GIA Legacy Planning. Connecting with inbound leads, presenting coverage solutions, and building a personal book of business.
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 for success. Capable of obtaining a life insurance license and maintaining consistent daily activity to grow a book of business.
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
Insurance SalesClient-Facing RolePolicy SalesBook of BusinessCommission-Only Compensation
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 policy sales
- Grow a team and earn overrides as the business expands
- Serve clients across Houston and the surrounding Harris County area remotely
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 maintain consistent daily activity and follow-up
- Independent-contractor readiness; compensation is commission-only
Benefits
Comp & perks- Warm inbound leads; no cold calling
- Carrier-paid training and mentorship
- Ownership model and overrides as you grow a team
- Flexible schedule
- Opportunity to work part-time or full-time