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Legacy Planning

Life Insurance Sales Professional

Legacy Planning

Remote 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.

Posted 8/10/2026contractRemote • Colorado • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core 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

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Applicant 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