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.
Sales Professional – Entrepreneurial Opportunity
Job not on LinkedIn
🔥 4 minutes 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
• 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 • Basic computer skills for CRM and client management
🏖️ 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
🕒 5 days ago
B2B säljare som arbetar remote för iSales. Ansvarar för telemarketing och måluppfyllelse med stöd av struktur och coaching.
🗣️🇸🇪 Swedish Required
🕒 5 days ago
Sales Manager with experience in marketing agency to help gym owners grow revenue. Responsible for sales team management and performance improvement.
🕒 July 14
Sales Trainer responsible for enhancing SaaS/AI sales talent's effectiveness through training sessions. Conducting assessments and providing feedback to improve performance along the sales funnel.
🗣️🇩🇪 German Required
🕒 March 31
Sales position with Equis Financial offering living benefit life insurance. Work from anywhere with no income cap and training support.
🕒 March 20
Sales Manager at hurra.com focused on expanding international markets and managing the sales cycle from cold acquisition to closing. Utilizing SaaS tools to protect ad budgets against fraud.
🗣️🇩🇪 German Required
🗣️🇫🇷 French Required
