Legacy Planning
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.
Licensed Life Insurance Agent
Job not on LinkedIn
🕒 May 26
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Legacy Planning
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
• 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
🎯 Requirements
• 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
🏖️ Benefits
• Work from home – 100% remote position with flexible hours • Lucrative Commission-Based Income – Uncapped earning potential • Warm Lead CRM – No cold calling required • 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 NowSimilar Jobs
🕒 May 24
Insurance AR Resolution Coordinator responsible for claims and payment resolution for CVS Health's Third-Party Revenue Cycle Management. Collaborating effectively in a team-oriented environment for timely AR resolution.
🕒 May 23
Licensed Insurance Agent assisting clients in choosing life insurance coverage for financial protection. Engage with clients and manage relationships remotely while complying with insurance regulations.
🕒 May 23
Senior Director leading go-to-market strategy for auto insurance at Flex. Engaging with enterprise partnerships and driving commercial execution across the insurance sector.
🕒 May 22
Senior Reinsurance Placement Executive at Obsidian Insurance managing reinsurance for complex programs. Building relationships with reinsurers and handling contract negotiations.
🕒 May 22
Denial Follow Up Specialist at Revco Solutions handling insurance claims and revenue recovery. Investigating denials and ensuring timely follow-up to secure payments.
🇺🇸 United States – Remote
💵 $19 - $21 / hour
⏰ Full Time
🟢 Junior
🟡 Mid-level
🔒 Insurance
🚫👨🎓 No degree required
