Life Insurance Sales Professional

Legacy Planning

Independent life insurance agent helping Houston families protect their financial futures. Building a client book through warm inbound leads, tailored coverage 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 client relationship management skills, with a focus on building a book of business and following a proven system for success. Capable of working independently while maintaining consistent daily activity and follow-up to drive business growth.

Highest-signal resume keywords

Sales ExperienceClient Relationship ManagementIndependent ContractorLife Insurance LicensePipeline Management

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-MotivatedCoachableIndependent Work

Tools & Technologies

Proprietary Lead System

Certifications & Qualifications

Life Insurance License

Industry Keywords

InsuranceSalesBusiness DevelopmentClient-Facing RoleCustomer 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 and earn on policies written
Grow at an individual pace, whether 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
Ability to work as an independent contractor
Willingness to take ownership of income, schedule, and business development

Benefits

Comp & perks

100% remote work
Flexible schedule — 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 work part-time or full-time