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Copy of Mortgage Protection-Life Insurance Agent-Work from Home

Role overview

Summary

This role is for Mortgage Protection Life Insurance Agents at a company that offers flexible work-from-home opportunities. You will help clients find suitable insurance solutions while building relationships and generating leads, all within a supportive team environment.

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 – we provide guidance)

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
  • Customer Service
  • 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: Remote Position/Work from Home
Job Type: Full-Time/Part-Time
Compensation: 100% Uncapped Commission-Based

About Us:

We’re excited to invite ambitious, friendly go-getters to join our dynamic team as Mortgage Protection Life Insurance Agents. This isn’t a cookie-cutter job—it’s a career built for people who want flexibility, purpose, and real earning potential. You’ll have the freedom to work from anywhere, create a schedule that fits your life, and build a clear path toward financial independence.

This opportunity is perfect for career-driven professionals who want room to grow, sharpen leadership and business skills, and truly own their success. You’ll have access to an exclusive CRM, a fully digital platform with up-to-date resources, and the ability to be contracted with multiple carriers, offering in-demand products like living benefits and more. With clear growth opportunities and a performance-based model, you’re not just clocking in—you’re building a future that scales with your 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:

  • Sales or customer service experience is a plus (but not required)

  • 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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