Logo for Legacy Planning

🌎 Join Our Legacy Planning Team and Make a Lasting Impact

Role overview

Qualifications

  • 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

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

Hard skills

Other skills

  • Communication
  • Social Skills
  • Self-Motivation
  • Time Management

About the company

Legacy Planning logo

Legacy Planning

Individual & Family Services

We proactively plan and assist families to navigate less stressfully through the months that follow the loss of a loved one.

Company details

IndustryIndividual & Family Services
Company size2 - 10

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Job description

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

🌎About Us:

Join a team dedicated to helping individuals and families achieve financial confidence through personalized life insurance solutions. The Legacy Planning Team empowers clients with protection for their mortgage, income, final expenses, outstanding debts, and long-term financial goals. As part of this team, you'll receive comprehensive training, ongoing mentorship, product expertise, and proven sales strategies to help you make a meaningful impact while building a rewarding and successful career. If you're passionate about serving others and creating lasting financial security for families, this is an opportunity to grow professionally while making a difference every day.

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

  • Have own technical devices to conduct laptop, iPad, and a cell phone

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MR

Marcus Rivera

Chief Revenue Officer

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