Mortgage Protection Life Insurance Agent

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🔥 21 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 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

• 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, with guidance provided • Strong communication and interpersonal skills • Self-motivated with a results-driven mindset • Ability to work independently and manage time effectively • Own technical devices, including a laptop, iPad, and cell phone

🏖️ Benefits

• Commission structure with potential for bonuses • Flexible work schedule • Comprehensive training and mentorship programs • Exclusive leads through the proprietary CRM • Summit training system • Weekly training • Social media guidance • Proven sales platforms • Access to top-rated insurance carriers and products • Opportunities for career growth and leadership development • Ongoing coaching and professional development • Supportive team culture