Life Insurance Agent

Job not on LinkedIn

🕒 2 days ago

🏄 California – Remote

🏄 California – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

🔒 Insurance

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Legacy Planning

WebsiteLinkedInAll Job Openings

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 the proprietary lead system • Present life insurance and protection solutions tailored to each family’s situation • Follow the step-by-step system for consistent daily activity and follow-up • Build and manage a pipeline of active clients and referrals • Grow at an individually determined pace, part-time or full-time • Build an independent book of business and grow a team

🎯 Requirements

• Self-motivated and able to work independently • Experience in sales, real estate, finance, customer service, or another client-facing role • Insurance experience is not required • Coachable and willing to follow a proven system • Ready to obtain a life insurance license if not already licensed • Located in the Houston area is stated for the target applicant profile • Must accept independent contractor (1099) commission-only work • No guaranteed paycheck; results depend on performance, activity, and consistency

🏖️ Benefits

• 100% remote work • Flexible schedule; you control your schedule, including mornings, evenings, and weekends • Warm inbound leads; no cold calling • Carrier-paid training and mentorship • Ownership model and overrides as you grow a team • No ceiling on income • Ability to work part-time or full-time • Build a book of business that pays on every policy written