Sales Representative

Job not on LinkedIn

🕒 2 days ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

🤑 Sales

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Legacy Planning

WebsiteLinkedInAll Job Openings

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 families who have already requested information about protecting their home and income • Walk families through insurance options and help them choose suitable coverage • Serve clients after the sale • Build and own a book of business • Potentially build and lead your own team

🎯 Requirements

• No insurance experience required • Background in sales, real estate, finance, hospitality, or service is suitable • Coachable and self-motivated • Willingness to follow a proven process • Must obtain a state life insurance license to sell • Candidate covers the life insurance course and state exam fees • 1099 independent contractor arrangement • Compensation is commission-based; no salary or guaranteed income • Available for part-time or full-time work

🏖️ Benefits

• Warm inbound leads system; no buying lists or cold calling • Mentorship from active producers • Access to 50+ carriers • Path to build and lead your own team • Flexible hours • Work from home • Licensing and training support (the company licenses and trains you; the posting says it will walk you through getting the state license)