Legacy Planning
1 - 10 employees
⚖️ Legal
🛡️ Insurance
👥 B2C
Legal • Insurance • 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.
Sales Professional – Entrepreneurial Opportunity
Job not on LinkedIn
🔥 23 hours ago
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Legacy Planning
1 - 10 employees
⚖️ Legal
🛡️ Insurance
👥 B2C
Legal • Insurance • 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
• Connect with interested clients through the proprietary lead system • Present life insurance and protection solutions tailored to each family’s situation • Follow the step-by-step system for consistent daily activity and follow-up • Build and manage a pipeline of active clients and referrals • Grow at an individual pace on a part-time or full-time basis • Build an independent book of business and grow a team
🎯 Requirements
• Self-motivated and able to work independently • Experience in sales, real estate, finance, customer service, or another client-facing role • Insurance experience is not required • Coachable and willing to follow a proven system • Ready to obtain a life insurance license if not already licensed • Willingness to maintain consistent daily activity and follow-up • Must accept an independent contractor, 1099, commission-only arrangement • Must be located in the Raleigh/North Carolina or Houston area as referenced in the posting
🏖️ Benefits
• Control your schedule • 100% remote work • Warm inbound leads; no cold calling • Carrier-paid bonuses • Mentorship from actively producing agents • Ownership model and overrides as you grow a team • Commission payments on every policy written • Opportunity for unlimited income • Flexible part-time or full-time commitment • Licensing guidance and support
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