Licensed Life & Health Insurance Agent

Legacy Planning

Licensed insurance agent recommending life and health coverage to families and businesses in Chicago. Generating leads, managing client relationships, and closing sales remotely.

Posted 8/6/2026full-timeRemote • Illinois • 🇺🇸 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 building strong client relationships. Proficient in lead generation, client education, and maintaining customer satisfaction through effective communication and time management.

Highest-signal resume keywords

Insurance LicenseClient 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

Certifications & Qualifications

Insurance License

Industry Keywords

Insurance SolutionsClient EducationNetworkingSales 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
Build a client base and maximize income using company training, mentorship, CRM, and business resources

Requirements

What you’ll need

Insurance license or willingness to obtain one, with guidance provided
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

Benefits

Comp & perks

Uncapped commission-based compensation with unlimited earning potential
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 resources
One-on-one mentorship
Access to a comprehensive training platform
Access to a powerful CRM system
Proven business resources