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Legacy Planning

Life Insurance Sales Professional – Entrepreneurial Opportunity

Legacy Planning

Independent life insurance agent helping families protect their assets through GIA Legacy Planning. Building a client book, managing inbound leads, and earning commission remotely across Texas.

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

Core Competencies

Role fit
Core Competencies

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

Demonstrates strong sales acumen and the ability to build and manage client relationships while following a proven system. Capable of working independently and motivated to achieve performance-based earnings.

Highest-signal resume keywords
Sales ExperienceClient Relationship ManagementIndependent Contractor ExperienceLife Insurance LicensePipeline Management

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

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

Soft Skills
Self-MotivatedCoachableStrong Follow-Up Skills
Tools & Technologies
Proprietary Lead System
Certifications & Qualifications
Life Insurance License
Industry Keywords
Insurance SolutionsBook of BusinessClient-Facing RoleDaily Activity ConsistencyTeam Development

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 and earn on every policy written
  • Grow a team and develop overrides
  • Work independently and control the work schedule

Requirements

What you’ll need
  • Experience in sales, real estate, finance, customer service, or another client-facing role; insurance experience is not required
  • Self-motivated and able to work independently
  • Coachable and willing to follow a proven system
  • Willingness to obtain a life insurance license if not already licensed
  • Consistent daily activity and follow-up
  • Ability to work as an independent contractor
  • No guaranteed paycheck; earnings depend on individual performance, activity, and consistency

Benefits

Comp & perks
  • Flexible schedule with control over mornings, evenings, and weekends
  • Warm inbound leads system; no cold calling
  • Ownership model and overrides as you grow a team
  • Opportunity to work part-time or full-time
  • Independent contractor opportunity with income upside