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.
Life Insurance Agent
Job not on LinkedIn
🔥 0 minutes ago
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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
• Connect with interested clients through our proprietary lead system • Present life insurance and protection solutions tailored to families • Follow a step-by-step system for daily activity and follow-up • Build and manage your own pipeline of active clients
🎯 Requirements
• Self-motivated • Experience in sales, real estate, finance, or customer service (insurance experience not required) • Coachable and willing to follow a proven system • Ready to get licensed if not already
🏖️ Benefits
• Carrier-paid training and mentorship from agents • Warm inbound leads • No cold calling • Independent contractor opportunity • Control of your schedule • Build a book of business with ownership model and overrides
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