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Legacy Planning

Life Insurance Sales Professional – Entrepreneurial Opportunity

Legacy Planning

Independent life insurance agent helping families secure protection through GIA Legacy Planning. Building a client book using warm inbound leads, tailored solutions, and a proven sales system.

Posted 8/10/2026contractRemote • Ohio • 🇺🇸 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 a client pipeline while following a proven system. Capable of working independently and taking ownership of personal income and schedule as an independent agent.

Highest-signal resume keywords
Sales ExperienceClient ManagementIndependent WorkLife Insurance LicenseCoachable Attitude

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-MotivatedCommunication Skills
Tools & Technologies
Proprietary Lead System
Certifications & Qualifications
Life Insurance License
Industry Keywords
InsuranceClient-Facing RolePipeline ManagementCommission-Only Compensation

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, part-time or full-time
  • Take ownership of income, schedule, and future as an independent agent

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 as an independent contractor
  • Comfortable with commission-only compensation and no guaranteed paycheck

Benefits

Comp & perks
  • 100% remote work
  • Control your schedule
  • Warm inbound leads system; no cold calling
  • Ownership model and overrides as you grow a team
  • No ceiling on income
  • Opportunity to work part-time or full-time
  • Step-by-step system and coaching/support for following the proven system
  • License guidance for candidates who are not already licensed