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
🕒 Yesterday
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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 an active client and referral pipeline • Build a book of business through written policies • Grow a team and earn overrides as the business develops • Serve clients across Philadelphia and the surrounding Philadelphia County area
🎯 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 an insurance license if not already licensed • Willing to perform consistent daily activity and follow-up • Philadelphia-area location • This is a 1099 independent contractor opportunity
🏖️ Benefits
• Carrier-paid bonuses • Mentorship from agents who are actively producing • Warm inbound leads system with no cold calling • Ownership model and overrides as you grow a team • Flexible schedule • Opportunity to work part-time or full-time • No ceiling on income
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