Life Insurance Sales Professional

Legacy Planning

Independent life insurance agent helping Texas families secure protection through inbound leads. Building a personal book of business and income through policy sales and team growth.

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

Core Competencies

Role fit

Core Competencies

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

Demonstrates the ability to connect with clients and present tailored life insurance solutions while effectively managing a client pipeline. Capable of working independently and following a proven system to achieve sales goals.

Highest-signal resume keywords

Client Pipeline ManagementSales ExperienceLife Insurance LicenseSelf-MotivatedCoachable

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-MotivatedCoachable

Tools & Technologies

Proprietary Lead System

Certifications & Qualifications

Life Insurance License

Industry Keywords

SalesClient-Facing RoleInsuranceFinanceCustomer 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 an individual pace and potentially build a team
Serve clients across Houston and the surrounding Harris County area remotely

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 work on a commission-only basis without guaranteed income
Ability to build and manage a client pipeline

Benefits

Comp & perks

100% remote work
Flexible schedule controlled by the agent, including mornings, evenings, and weekends
Warm inbound leads system; no cold calling
Ownership model and overrides as the agent grows a team
Opportunity to build a book of business that pays on every policy written
Part-time or full-time flexibility
Proven step-by-step system and coaching/support for following it
Licensing guidance for candidates who are not already licensed