
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.
🕒 3 days ago
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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.
• 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
• Active Life and/or Health Insurance License (Required) • Strong communication and interpersonal skills • Self-motivated with a drive for success • Ability to work independently and remotely • Previous sales experience is a plus, but not required
• Work from Anywhere – 100% remote position with flexible hours • Lucrative Commission-Based Income – Uncapped 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
Apply Now🕒 5 days ago
Insurance Sales Leader supporting insurance agency consulting and growth. Involves leading sales and coaching within independent insurance agencies.
🕒 5 days ago
Senior Commercial Insurance Analyst focusing on data insights and analytics for business performance in commercial insurance. Collaborates across various departments to drive operational efficiency and strategies.
🇺🇸 United States – Remote
💵 $110.7k - $147.5k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🔒 Insurance
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Insurance Service Agent providing individualized customer service for bilingual clients. Working remotely or from office in North Royalton, OH with a focus on service excellence.
🗣️🇺🇦 Ukrainian Required
🗣️🇷🇺 Russian Required
🕒 5 days ago
Senior Crop Insurance Adjuster handling Multi-Peril Crop Insurance claims remotely from Texas. Building relationships with clients and conducting field inspections while ensuring compliance with regulations.
🕒 5 days ago
1001 - 5000
⚕️ Healthcare Insurance
🤖 Artificial Intelligence
☁️ SaaS
Insurance Specialist working remotely to resolve insurance processing errors in healthcare. Utilizing expertise in patient billing, claims submission, and payer guidelines for accurate payments.
🇺🇸 United States – Remote
💵 $18 - $21 / hour
⏰ Full Time
🟢 Junior
🟡 Mid-level
🔒 Insurance
🚫👨🎓 No degree required