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Legacy Planning
Individual & Family Services
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Location: Remote Position/ Work from Home
Job Type: Full-Time/Part-Time
Compensation: Uncapped Commission-Based
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.
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
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
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
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.
Marcus Rivera
Chief Revenue Officer

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Legacy Planning

Legacy Planning

Legacy Planning