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
🔥 20 hours 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
• 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 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 • Growth mindset • Full-Time, Part-Time, or Commission-Based work arrangement stated in the posting
🏖️ Benefits
• Work from home – 100% remote position with flexible hours • Uncapped earning potential through commission-based income • Warm Lead CRM – No cold calling required • Comprehensive Training & Mentorship • Cutting-Edge Technology & CRM • Opportunities for Advancement – Grow into leadership roles • Supportive Team Culture • High-quality leads • Advanced sales technology • World-class training
Apply NowSimilar Jobs
🕒 Yesterday
Insurance Authorization Specialist verifying coverage and securing authorizations for hospital patients. Supporting Ensemble’s technology-enabled healthcare revenue cycle management services and preventing payer denials.
🇺🇸 United States – Remote
💵 $17 - $18 / hour
💰 Private Equity Round on 2022-03
⏰ Full Time
🟡 Mid-level
🟠 Senior
🔒 Insurance
🕒 Yesterday
DentalXChange insurance specialist managing claims, benefits, and payment posting for U.S. dental practices. Advancing into account management through client relationships, ROI reporting, audits, and onboarding.
🕒 Yesterday
Field Representative conducting commercial property inspections for Verisk’s insurance risk analytics business. Documenting site conditions and producing reports to support underwriting, pricing, safety, and loss-control decisions.
🇺🇸 United States – Remote
💵 $60k - $65k / year
💰 $500M Post-IPO Debt on 2023-03
⏰ Full Time
🟡 Mid-level
🟠 Senior
🔒 Insurance
🦅 H1B Visa Sponsor
🕒 Yesterday
Risk & Insurance Manager administering bonding and insurance programs for Giga Energy, an AI data center builder. Building risk reporting, data systems, and scalable processes while partnering with Legal, Finance, and Growth.
🕒 Yesterday
Insurance Specialist II helping AbbVie patients and healthcare providers resolve coverage, prior authorization, and funding challenges. Supporting patient access programs, benefit investigations, and insurance education across AbbVie therapies.
🇺🇸 United States – Remote
💵 $27 - $48 / hour
⏰ Full Time
🟢 Junior
🟡 Mid-level
🔒 Insurance
🚫👨🎓 No degree required
🦅 H1B Visa Sponsor
