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Sales Professional – Entrepreneurial Opportunity
Legacy PlanningIndependent life insurance agent connecting families with protection solutions through warm inbound leads. Building a personal book of business remotely while managing clients, referrals, and team growth.
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 results while working independently as an independent contractor.
Highest-signal resume keywords
Sales ExperienceClient Relationship ManagementLife Insurance LicensePipeline ManagementCoachable
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
Tools & Technologies
Proprietary Lead System
Certifications & Qualifications
Life Insurance License
Industry Keywords
InsuranceClient-Facing RoleReal EstateFinanceCustomer Service
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 at an individually determined pace and develop a team
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
- Willing to perform consistent daily activity and follow-up
- Willing to work as an independent contractor on a 1099 commission-only basis
- Candidates in the Houston area are identified as the target profile
Benefits
Comp & perks- Control your schedule
- 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
- Ability to work part-time or full-time
- Proprietary lead system