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.
Life Insurance Producer
Job not on LinkedIn
🔥 10 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
👥 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
• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Educate clients on available policies and coverage options • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team
🎯 Requirements
• Insurance license (or willingness to obtain one – we provide guidance) • Strong communication and interpersonal skills • Self-motivated with a results-driven mindset • Ability to work independently and manage time effectively • Basic computer skills for CRM and client management
🏖️ Benefits
• Uncapped commission structure with potential for bonuses • Flexible work schedule (remote position) • Virtual training and mentorship programs • Access to top-rated insurance carriers and products • Opportunities for career growth and leadership development • Supportive team culture with ongoing coaching and professional development
Apply NowSimilar Jobs
🔥 8 hours ago
Senior Producer developing compelling editorial content for Empower's brand, products, and leaders. Combines journalism, storytelling, and multimedia production to engage audience and strengthen brand affinity.
🔥 10 hours ago
AI Content Producer at Noë & Associates managing digital production schedules for AI-generated content projects. Coordinating with creative technologists, clients, and stakeholders to ensure timely project delivery.
🔥 11 hours ago
Senior Creative Operations Producer at Flock managing small-to-mid-sized brand projects and ensuring operational excellence across creative teams. Driving production from start to finish while collaborating across departments.
🇺🇸 United States – Remote
💵 $110k - $140k / year
💰 $150M Series E on 2022-02
⏰ Full Time
🟠 Senior
🍿 Producer
🦅 H1B Visa Sponsor
🕒 3 days ago
National Production Manager leading new market launches and training production teams for Jacuzzi Bath Remodel. Ensuring operational readiness and high-performing customer-focused operations.
🕒 6 days ago
Sales Producer responsible for meeting sales quotas and managing client relationships at Trucordia, a growing insurance brokerage. Utilizing sales strategies to close new business and renew existing accounts.
🗣️🇪🇸 Spanish Required
