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.
Licensed Life Insurance Agent
Job not on LinkedIn
🔥 3 hours ago
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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
• Consult with clients to assess their insurance needs and 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 client relationships 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
• 100% remote work with flexible hours • Uncapped commission-based earning potential • Warm leads system; no cold calling required • Daily comprehensive training and mentorship • Cutting-edge technology and CRM • Opportunities for advancement into leadership roles • Supportive team culture and network of top agents
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