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Sales Professional – Entrepreneurial Opportunity
Legacy PlanningIndependent life insurance sales contractor helping Chicago families protect their finances. Building client pipelines and books of business through warm inbound leads and a proven sales system.
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 a client pipeline while following a proven system. Capable of working independently and self-motivated to achieve personal and team growth.
Highest-signal resume keywords
Sales ExperienceClient Relationship ManagementPipeline DevelopmentIndependent Contractor ExperienceInsurance License Acquisition
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-MotivatedCoachableIndependent Work
Tools & Technologies
Proprietary Lead System
Certifications & Qualifications
Insurance License
Industry Keywords
Life InsuranceProtection SolutionsClient-Facing RoleDaily Activity CommitmentReferral Management
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 an independent book of business
- Grow at an individual pace and potentially build 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
- Located in or serving the Chicago area
- Willing to obtain an insurance license if not already licensed
- Able to commit to consistent daily activity and follow-up
- Must accept an independent contractor, commission-only arrangement with no guaranteed income
Benefits
Comp & perks- Carrier-paid bonuses
- Mentorship from agents who are actively producing
- Warm inbound leads system; no cold calling
- Ownership model and overrides as you grow a team
- Flexible schedule
- Opportunity to work part-time or full-time
- Build a book of business with ongoing policy payments