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.
Life Insurance Agent
Job not on LinkedIn
🔥 9 minutes ago
📊 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
⚖️ 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 a proprietary lead system • Present life insurance solutions tailored to clients • Follow a step-by-step system for daily activity • Build and manage a pipeline of clients
🎯 Requirements
• Self-motivated • Experience in sales, real estate, finance, or customer service • Coachable and willing to follow a proven system • Ready to get licensed if not already
🏖️ Benefits
• Control your schedule • 100% remote work • Warm inbound leads • Carrier-paid training and mentorship • Build a book of business
Apply NowSimilar Jobs
🔥 1 hour ago
Provides analytical support for acquiring, selling, and operating electric generation facilities. Reviews and summarizes insurance requirements and policies for various contracts.
🇺🇸 United States – Remote
💰 $690M Debt Financing - Alliant Insurance Services on 2019-10
⏰ Full Time
🟢 Junior
🟡 Mid-level
🔒 Insurance
🔥 1 hour ago
Enterprise Sales Agent responsible for quoting and closing insurance leads while retaining client relationships. Advising and tailoring insurance packages to meet specific needs in inside sales environment.
🔥 1 hour ago
Enterprise Sales Agent managing insurance quotes, leads, and client relationships in inside sales environment. Advising on policy benefits and customizing coverage to meet client needs.
🔥 8 hours ago
Title Examiner responsible for abstracting and examining documents from public records. Providing title opinions based on extensive title knowledge and ensuring clear titles.
🔥 8 hours ago
Title Examiner III responsible for examining public records to provide title opinions at Westcor Land Title Insurance Company. Requires expertise in Florida title examination and documentation analysis.
