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About the Role

Join a team dedicated to helping individuals and families achieve financial confidence through personalized life insurance solutions. The Legacy Planning Team empowers clients with protection for their mortgage, income, final expenses, outstanding debts, and long-term financial goals. As part of this team, you'll receive comprehensive training, ongoing mentorship, product expertise, and proven sales strategies to help you make a meaningful impact while building a rewarding and successful career. If you're passionate about serving others and creating lasting financial security for families, this is an opportunity to grow professionally while making a difference every day.

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

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
Have own technical devices to conduct laptop, iPad, and a cell phone

Skills

Communication skills
Interpersonal skills
Sales strategies
Networking
Lead generation
Client relationship management
Time management

Location

Remote

Work Type

Full-Time
Part-Time
Remote

Salary/Compensations

Commission-Based

Benefits

Competitive commission structure with potential for bonuses
Flexible work schedule
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

About the Company

The Legacy Planning Team empowers clients with protection for their mortgage, income, final expenses, outstanding debts, and long-term financial goals.