Sales Professional – Entrepreneurial Opportunity

Legacy Planning

Independent life insurance agent serving Houston families through remote, commission-only sales. Building client pipelines, presenting protection solutions, and growing a personal book of business.

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

Core Competencies

Role fit

Core 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 accountability while working independently.

Highest-signal resume keywords

Sales ExperienceClient Relationship ManagementLife Insurance LicensePipeline ManagementSelf-Motivation

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

CoachableIndependent WorkAccountability

Tools & Technologies

Proprietary Lead System

Certifications & Qualifications

Life Insurance License

Industry Keywords

InsuranceSalesClient-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 policies written
Grow at an individual pace, part-time or full-time
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
Willingness to obtain a life insurance license if not already licensed
Consistent daily activity and accountability
Must be willing to work as an independent contractor
Compensation is commission-only with no guaranteed income

Benefits

Comp & perks

100% remote work
Flexible schedule — mornings, evenings, and weekends
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 with recurring policy compensation