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Step Into Leadership. Build Your Business. Lead Your Team.

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

  • Remote from: Texas (USA)
  • Full time
  • Senior (5-10 years)
  • English

Hard skills

Other skills

  • Entrepreneurship
  • 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

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

About Us:

We’re looking for ambitious, licensed Life and Health Insurance Agents who are ready to take their career to the next level—not just as an agent, but as a leader and business owner.

This opportunity is built for professionals who want to build their own business, develop a team, and create something they can grow over time. We’re looking for individuals who lead by example, take ownership, embrace an entrepreneurial mindset, and are motivated by both personal achievement and helping others succeed.

We believe great leaders treat their careers like a sport: show up prepared, stay disciplined, keep improving, coach the people around you, and celebrate team wins.

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

  • Technical devices to conduct business

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MR

Marcus Rivera

Chief Revenue Officer

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