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Life Insurance Sales Professional
Legacy PlanningRemote independent life insurance agent connecting Houston families with protection solutions through warm inbound leads. Building a personal client pipeline and book of business on a commission-only basis.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client engagement and sales capabilities, with a focus on building and managing a pipeline of clients. Ability to follow a proven system and achieve consistent daily activity in a commission-only environment.
Highest-signal resume keywords
Client EngagementSales ExperiencePipeline ManagementLife Insurance LicenseIndependent Work
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-MotivatedCoachableAccountability
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 the agent’s own pace, either part-time or full-time
- Serve clients across Houston and the surrounding Harris County area
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
- Ready to obtain a life insurance license if not already licensed
- Consistent daily activity and follow-up
- Willingness to take direction and accept accountability
- Ability to work in an independent contractor, commission-only role
- Must be willing to work part-time or full-time according to personal commitment level
Benefits
Comp & perks- 100% remote work
- Flexible schedule; agents control their mornings, evenings, and weekends
- Warm inbound leads; no cold calling
- Ownership model and overrides as you grow a team
- No ceiling on income
- Opportunity to build a book of business with ongoing policy payments
- Ability to work part-time or full-time
- Licensing guidance for candidates who are not already licensed
- Proven lead and sales system
- Independent work and control over schedule