Legacy Planning
1 - 10 employees
👥 B2C
B2C
<Legacy Planning> is a concierge legacy- and estate-planning service that helps families, executors/trustees, and small business owners create and maintain a secure, organized “Digital Binder” containing wills, trusts, documents, account information, instructions, and a narrative about the client's affairs. The company builds and updates the digital record using secure online software, trains designated loved ones and executors on how to use the plan, and offers business succession guidance to ease transitions after death or incapacity. Legacy Planning focuses on reducing stress for survivors by centralizing documents, contact/notification information, financial and insurance details, and practical instructions for executors and caregivers.
Licensed Life Insurance Agent
Job not on LinkedIn
🕒 4 days ago
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Legacy Planning
1 - 10 employees
👥 B2C
B2C
<Legacy Planning> is a concierge legacy- and estate-planning service that helps families, executors/trustees, and small business owners create and maintain a secure, organized “Digital Binder” containing wills, trusts, documents, account information, instructions, and a narrative about the client's affairs. The company builds and updates the digital record using secure online software, trains designated loved ones and executors on how to use the plan, and offers business succession guidance to ease transitions after death or incapacity. Legacy Planning focuses on reducing stress for survivors by centralizing documents, contact/notification information, financial and insurance details, and practical instructions for executors and caregivers.
📋 Description
• Consult with clients to assess their insurance needs & recommend suitable coverage • Educate clients on policy options and help them make informed decisions • Manage the full sales cycle from prospecting to closing deals • Maintain relationships with clients and provide ongoing policy support • Stay up to date with industry trends and product knowledge
🎯 Requirements
• Active Life and/or Health Insurance License (Required) • Have personal technical device to conduct business (desktop, Ipad, cell phone etc.) • Strong communication and interpersonal skills • Self-motivated with a drive for success • Ability to work independently and remotely
🏖️ Benefits
• Work from anywhere – 100% remote position with flexible hours • Uncapped commission based earning potential • Warm leads system – No cold calling required • Daily comprehensive training & mentorship – We invest in your success • Cutting-edge technology & CRM – Automate tasks and streamline sales • Opportunities for advancement – Grow into leadership roles • Supportive team culture – Be a part of a network of top agents
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