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.
Independent Life Insurance Agent
Job not on LinkedIn
🕒 July 19
📊 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
🕒 July 18
Crop Adjuster assessing damages and losses for ProAg's insurance clients in Sacramento Valley. Handling claims, performing inspections, and ensuring adherence to ProAg guidelines.
🕒 July 17
Senior State Product Manager managing domain strategy for Root's state-based auto insurance markets. Collaborating with cross-functional teams to optimize market performance and regulatory strategy.
🇺🇸 United States – Remote
💵 $141.4k - $176.8k / year
💰 $200M Post IPO debt on 2024-11
⏰ Full Time
🟠 Senior
🔒 Insurance
🕒 July 17
Assurance Senior Associate responsible for complex assurance projects and team supervision at Sorren. Delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.
🕒 July 16
Risk Management Consultant for Builders Mutual focusing on contractor safety solutions in North Carolina. Conducting assessments, safety talks, and expert consulting for insurance clients.
🗣️🇪🇸 Spanish Required
🕒 July 15
Credit Analyst responsible for reviewing P&C reinsurer credit risk at OdysseyRe. Managing database and quarterly reporting of reinsurance accounting information.
