Licensed Life Insurance Agent

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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

• Consult with pre-qualified clients on their insurance and legacy planning needs • Recommend suitable coverage and guide decisions • Manage the sales cycle using our warm lead system and proven processes • Build lasting client relationships for renewals and referrals • Stay sharp through our training on industry trends and products

🎯 Requirements

• Active Life and/or Health Insurance License (required) - licensing support/guidance available for strong candidates • Excellent communication and interpersonal skills • Self-motivated, coachable, and driven to succeed • Comfortable working independently in a remote setup • Sales background a plus, but we train motivated individuals

🏖️ Benefits

• 100% Remote & Flexible Hours - Work from anywhere, on your schedule • Uncapped Commission Earnings - Realistic first-year potential: Part-time $30k-$60k+; Full-time $80k-$160k+ (top performers $150k-$350k+ including team-building/overrides) • Proven Warm Leads - High-intent inbound system (digital/direct response) - no cold calling required • Daily Training & Mentorship - Comprehensive onboarding + ongoing coaching from successful producers • Advanced Tools - Cutting-edge CRM, carrier access, and tech for efficiency • Leadership & Growth - Fast-track to agency building, residuals, incentive trips, and more • Supportive Team Culture - Collaborative environment focused on success and work-life balance • Weekly Payouts - Get paid fast on production