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Sales Professional – Entrepreneurial Opportunity
Legacy PlanningIndependent life insurance agent helping families secure coverage through GIA Legacy Planning. Connecting with warm leads, presenting protection 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 client relationship management skills, with a focus on building a pipeline of active clients and referrals. Capable of following a proven system to achieve consistent daily activity and business growth.
Highest-signal resume keywords
Sales ExperienceClient Relationship ManagementPipeline DevelopmentLife Insurance LicenseSelf-Motivated
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
CoachableIndependent WorkFollow-Up
Tools & Technologies
Proprietary Lead System
Certifications & Qualifications
Life Insurance License
Industry Keywords
InsuranceSalesReal 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 a team and earn overrides as the business develops
Requirements
What you’ll need- Experience in sales, real estate, finance, customer service, or another client-facing role
- Insurance experience is not required
- Self-motivated and able to work independently
- 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
- Located in or serving the Houston area is stated in the posting, while the listed job location is Kansas City, KS
Benefits
Comp & perks- Control your schedule
- 100% remote work
- Warm inbound leads
- Carrier-paid training and mentorship
- Ownership model and overrides as you grow a team
- No ceiling on your income
- Ability to work part-time or full-time