Licensed Insurance Agent

Job not on LinkedIn

🔥 0 minutes ago

🏈 Ohio – Remote

🏈 Ohio – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

🔒 Insurance

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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 • Serve clients across Houston and the surrounding Harris County area remotely

🎯 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 • Willingness to get licensed if not already licensed • Consistent daily activity and follow-up • Ability to work as an independent contractor • Must accept commission-only compensation with no guaranteed income • Must be located in the Houston area according to the eligibility description

🏖️ Benefits

• Carrier-paid bonuses • Mentorship from agents who are actively producing • Ownership model and overrides as you grow a team • Flexible schedule • Ability to work part-time or full-time • Warm inbound leads with no cold calling