Independent Life Insurance Agent

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🕒 May 2

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔒 Insurance

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Legacy Planning

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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

• Help clients find the best insurance policies to meet their needs. • Provide virtual consultations via phone or video conferencing. • Utilize our CRM and automation tools to manage leads efficiently. • Stay up to date on industry trends and carrier products. • Build long-term client relationships and provide excellent customer service.

🎯 Requirements

• A self-motivated and coachable individual. • Previous experience in sales is encouraged to apply. • Ability to obtain an insurance license (if not already licensed). • Strong communication and problem-solving skills. • Tech-savvy and comfortable with online platforms.

🏖️ Benefits

• Work from home – With a laptop/iPad and an internet connection. • High Commission & Residual Income – compensation with renewal commissions. • Warm Leads System – No Cold Calling. • Training & Mentorship – Learn from top industry professionals. • Automated & AI-Driven Tools – Cutting-edge technology to streamline your business. • Flexible Schedule – Work full-time or part-time on your terms.