Life Insurance Sales Professional

Legacy Planning

Independent life insurance agent helping families protect their assets through remote inbound sales. Building a personal client book and team-based income through a proven agency system.

Posted 8/10/2026contractRemote • California • 🇺🇸 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 work independently and follow a proven system while pursuing a life insurance license.

Highest-signal resume keywords

Client EngagementSales ExperiencePipeline ManagementIndependent ContractorLife Insurance License

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-MotivatedCoachableClient-Facing

Tools & Technologies

Proprietary Lead System

Certifications & Qualifications

Life Insurance License

Industry Keywords

InsuranceSalesReal 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 an independent book of business
Grow at an individual pace, part-time or full-time
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
Willingness to obtain a life insurance license if not already licensed
Consistent daily activity and follow-up
Ability to work as an independent contractor
This is a commission-only opportunity with no guaranteed income

Benefits

Comp & perks

100% remote work
Flexible schedule; mornings, evenings, and weekends are self-determined
Warm inbound leads system; no cold calling
Ownership model and overrides as you grow a team
No ceiling on income
Ability to work part-time or full-time
Proven step-by-step system and coaching/support for licensing