Logo for Legacy Planning

Independent Sales Agent-Work from Home

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

  • Sales
  • Communication
  • Time Management
  • Self-Motivation
  • Success Driven
  • Teamwork

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

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

Independent Sales Agent-Work from Home

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

About Us:

GIA Legacy Planning is a fast-growing, client-focused insurance agency built for agents who want more than just another sales position. We believe in creating a supportive, high-energy environment where independent agents can grow personally, professionally, and financially while making a real impact in the lives of families.

We specialize in personalized life insurance and legacy planning solutions designed to help protect families, create financial security, and build long-term peace of mind. Our culture is centered around teamwork, mentorship, integrity, and growth — because success is better when we build together.

We are currently seeking motivated, coachable, and driven Independent Life Insurance Agents to join our expanding remote team. Whether you are experienced in the industry or looking to build a long-term career with strong mentorship and systems, this opportunity offers flexibility, growth potential, and the ability to create your own schedule and income 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:

  • 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
·

Sales Manager 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.