Sales Representative

Legacy Planning

Life and health insurance agent selling tailored policies remotely for GIA Legacy Planning. Generating leads, educating clients, closing sales, and building customer relationships.

Posted 8/5/2026full-timeRemote • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in identifying client needs and recommending tailored insurance solutions while maintaining strong client relationships. Proficient in lead generation and client education on insurance policies and coverage options.

Highest-signal resume keywords

Licensed Life And Health Insurance AgentClient Relationship ManagementLead GenerationStrong Communication SkillsSelf-Motivated

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

Interpersonal SkillsResults-Driven MindsetTime Management

Tools & Technologies

CRM SoftwareTechnical Devices

Certifications & Qualifications

Life And Health Insurance License

Industry Keywords

Insurance SolutionsClient EducationSales ClosingIndustry Trends

About the role

Key responsibilities & impact

Identify client needs and recommend tailored insurance solutions
Develop and maintain strong client relationships
Generate leads through networking, referrals, and company-provided resources
Educate clients on available policies and coverage options
Follow up with prospects to close sales and maintain customer satisfaction
Stay informed about industry trends and product offerings
Work independently while collaborating with a supportive team

Requirements

What you’ll need

Licensed Life and Health Insurance Agent, or willingness to obtain a license with provided guidance
Strong communication and interpersonal skills
Self-motivated with a results-driven mindset
Ability to work independently and manage time effectively
Basic computer skills for CRM and client management
Technical devices to conduct business

Benefits

Comp & perks

Uncapped commission-based compensation
Potential for bonuses
Flexible work schedule
Comprehensive training and mentorship programs
Access to top-rated insurance carriers and products
Opportunities for career growth and leadership development
Supportive team culture with ongoing coaching and professional development
Company-provided lead resources
Technical devices to conduct business