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Copy of 🌟 Join the Stars: Licensed Life & Health Insurance Agent 🌟

Role overview

Summary

This role is for a Licensed Life & Health Insurance Agent at a team-focused insurance agency. You will help clients protect their assets while enjoying the flexibility of remote work and access to comprehensive training and mentorship.

Qualifications

  • 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
  • Preferred: Insurance license (or willingness to obtain one)

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

  • Insurance
  • 2–10
We proactively plan and assist families to navigate less stressfully through the months that follow the loss of a loved one.

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Job description

Location: Fully Remote | Work from Home
Job Type: Full-Time or Part-Time
Compensation: Uncapped Commission-Based | Unlimited Earning Potential

Build a Career with Purpose

We're more than an insurance agencyβ€”we're a team dedicated to helping families and businesses protect what matters most while empowering agents to build rewarding, flexible careers. Whether you're an experienced producer or looking to grow into agency ownership, we provide the tools, training, and support to help you succeed.

As a Licensed Life & Health Insurance Agent, you'll enjoy the freedom of an independent work environment with the backing of a collaborative team. You'll have access to a comprehensive training platform, one-on-one mentorship, a powerful CRM system, and proven business resources designed to help you grow your client base and maximize your income.

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

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