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.
Advanced Market Insurance Agent – High Level Strategy
Job not on LinkedIn
🕒 July 28
📊 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
• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Generate leads through networking, referrals, and company-provided resources • Educate clients on available policies and coverage options • Follow up with prospects to close sales and maintain customer satisfaction • 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
• Competitive commission structure with potential for bonuses • Flexible work schedule (remote position) • Comprehensive 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
🕒 July 28
Lead the P&C Insurance Sales Team at Trellis, driving revenue from insurance products. Utilize data and best practices to coach agents and improve performance in a remote setting.
🇺🇸 United States – Remote
💰 Venture Round - Trellis Technologies on 2023-04
⏰ Full Time
🟠 Senior
🔒 Insurance
🕒 July 28
Risk Management Liability Analyst serving as a key connection among Uniti employees, customers, and Third-Party Claims Administrator. Managing Third-Party Auto and General Liability claims while ensuring timely resolution.
🕒 July 28
Licensed Insurance Sales Representative for Truvo, closing deals and advising on insurance coverage. Helping customers navigate policies while collaborating with AI agents.
🕒 July 28
Senior Security Risk Management Consultant providing enterprise-wide security risk management strategies at Trinity Health. Leading risk assessments and collaborating with senior leadership in cybersecurity governance and risk management.
🇺🇸 United States – Remote
🔥 Funding within the last year
💰 $20k Grant - Trinity Health on 2025-10
⏰ Full Time
🟠 Senior
🔒 Insurance
🕒 July 28
Insurance Associate assessing compliance of commercial insurance policies in real estate loans. Interacting with borrowers and insurance agents to ensure insurance requirements are met.
