Life Insurance Agent

Job not on LinkedIn

🕒 3 days ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – 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 • Build an independent book of business • Grow at an individually determined pace, part-time or full-time • Take ownership of income, schedule, and future

🎯 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 • Must be ready to obtain a life insurance license if not already licensed • Willingness to perform consistent daily activity and follow-up • This is an independent contractor (1099) commission-only opportunity

🏖️ Benefits

• Control your schedule • 100% remote work • Warm inbound leads; no cold calling • Carrier-paid training and mentorship • Ownership model and overrides as you grow a team • No ceiling on income • Opportunity to work part-time or full-time