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Life Insurance Agent

Role overview

Qualifications

  • Insurance license (or willingness to obtain one)
  • Strong communication and interpersonal skills
  • Self-motivated with a results-driven mindset
  • Basic computer skills for CRM and client management

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
  • Computer Literacy

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

Life Insurance Agent

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


About Us:

We specialize in providing personalized insurance solutions to protect families and businesses. Our culture is built on integrity, mentorship, and professional growth.

We are looking for motivated and results-driven Life Insurance Agents to join our growing team. If you have a passion for helping others, enjoy building relationships, and seek an opportunity with unlimited earning potential, we want to hear from you!

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 positions)
  • 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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