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Sales Professional–Entrepreneurial Opportunity

Role overview

Qualifications

  • Insurance license (or willingness to obtain one)
  • Strong communication and interpersonal skills
  • Self-motivated with a results-driven mindset
  • Ability to work independently and manage time effectively

Responsibilities

  • Identify client needs and recommend tailored insurance solutions
  • Develop and maintain strong client relationships
  • Generate leads through networking, referrals, and company-provided resources
  • Educate clients on available policies and coverage options

Key facts

Other skills

  • Communication
  • Social Skills
  • Time Management
  • Self-Motivation
  • Results Focused
  • Basic Internet Skills

About the company

Legacy Planning logo

Legacy Planning

Company details

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Job description

Location: Remote Position/ Work from Home
Job Type: Full-Time/Part-Time
Compensation: Uncapped Commission-Based

💼 About Us:

We’re excited to invite ambitious, self-driven individuals to join our dynamic team as Life Insurance Producers. This isn’t a cookie-cutter job—it’s a career built for people who want flexibility, purpose, and real earning potential. You’ll have the freedom to work from anywhere, design a schedule that fits your life, and build a path toward financial independence.

At its core, this role is about people—much like great customer service. You’ll listen, educate, and guide clients through important decisions, building trust and long-term relationships along the way. This opportunity is ideal for career-driven professionals who want room to grow, develop leadership and business skills, and truly take ownership of their success. With clear growth opportunities and a performance-based model, you’re not just working a job—you’re building a future that evolves with your goals.

Responsibilities:

  • Identify client needs and recommend tailored insurance solutions

  • Develop and maintain strong client relationships

  • Generate leads through networking, referrals, and company-provided resources

  • Educate clients on available policies and coverage options

  • Follow up with prospects to close sales and maintain customer satisfaction

  • Stay informed about industry trends and product offerings

  • Work independently while collaborating with a supportive team

What We Offer:

  • Competitive commission structure with potential for bonuses

  • Flexible work schedule (remote position)

  • Comprehensive training and mentorship programs

  • Access to top-rated insurance carriers and products

  • Opportunities for career growth and leadership development

  • Supportive team culture with ongoing coaching and professional development

Requirements:

  • Insurance license (or willingness to obtain one – we provide guidance)

  • Strong communication and interpersonal skills

  • Self-motivated with a results-driven mindset

  • Ability to work independently and manage time effectively

  • Basic computer skills for CRM and client management

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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