Logo for Legacy Planning

Licensed Mortgage Protection Agent – Remote Position

Role overview

Qualifications

  • Sales or customer service experience is a plus (but not required)
  • Insurance license (or willingness to obtain one – we provide guidance)
  • Strong communication and interpersonal skills
  • Self-motivated with a results-driven mindset

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

  • Sales
  • Customer Service
  • Communication
  • Social Skills
  • Self-Motivation
  • Time Management

About the company

Legacy Planning logo

Legacy Planning

Company details

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description



Location: Remote Position/Work from Home
Job Type: Full-Time/Part-Time
Compensation: 100% Uncapped Commission-Based

About Us:

We’re excited to invite ambitious, friendly go-getters to join our dynamic team as Mortgage Protection Life Insurance Agents. 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, create a schedule that fits your life, and build a clear path toward financial independence.

This opportunity is perfect for career-driven professionals who want room to grow, sharpen leadership and business skills, and truly own their success. You’ll have access to an exclusive CRM, a fully digital platform with up-to-date resources, and the ability to be contracted with multiple carriers, offering in-demand products like living benefits and more. With clear growth opportunities and a performance-based model, you’re not just clocking in—you’re building a future that scales 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:

  • Sales or customer service experience is a plus (but not required)

  • 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


Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Mortgage Loan Officer Related jobs

Other jobs at Legacy Planning

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.