Licensed Insurance Agent

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🔥 0 minutes ago

🌲 North Carolina – Remote

🌲 North Carolina – 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 individualized pace, part-time or full-time

🎯 Requirements

• Experience in sales, real estate, finance, customer service, or another client-facing role • Insurance experience is not required • Self-motivated and able to work independently • Coachable and willing to follow a proven system • Must be ready to obtain a life insurance license if not already licensed • Willingness to maintain consistent daily activity and follow-up • Opportunity is intended for people in the Houston area • Must accept independent contractor, 1099, commission-only terms • No guaranteed paycheck or guaranteed income

🏖️ Benefits

• 100% remote work • Flexible schedule — agents control their mornings, evenings, and weekends • Warm inbound leads; no cold calling • Carrier-paid bonuses • Mentorship from actively producing agents • Ownership model and overrides as the agent grows a team • Opportunity to build a book of business that pays on every policy written • Part-time or full-time flexibility