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.
Mortgage Protection Life Insurance Agent
Job not on LinkedIn
🕒 July 30
📊 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 • Have own technical devices to conduct laptop, iPad, and a cell phone
🏖️ 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 30
Provides analytical support for acquiring, selling, and operating electric generation facilities. Reviews and summarizes insurance requirements and policies for various contracts.
🇺🇸 United States – Remote
💰 $690M Debt Financing - Alliant Insurance Services on 2019-10
⏰ Full Time
🟢 Junior
🟡 Mid-level
🔒 Insurance
🕒 July 30
Enterprise Sales Agent responsible for quoting and closing insurance leads while retaining client relationships. Advising and tailoring insurance packages to meet specific needs in inside sales environment.
🕒 July 30
Enterprise Sales Agent managing insurance quotes, leads, and client relationships in inside sales environment. Advising on policy benefits and customizing coverage to meet client needs.
🕒 July 29
Life Insurance Agent focusing on helping clients select appropriate life insurance policies. Building relationships and providing tailored solutions for client financial goals.
🕒 July 29
Life Insurance Agent assisting families with policy selection and financial goals through flexible arrangements. Build relationships and educate clients on insurance options while enjoying daily pay.
