
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.
🔥 3 minutes ago
Improve your chances of getting an interview by checking your resume score before you apply.

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.
• Connect with interested clients through our proprietary lead system — people who have already requested information about coverage • Present life insurance and protection solutions tailored to each family's situation • Follow our step-by-step system for consistent daily activity and follow-up • Build and manage your own pipeline of active clients and referrals • Grow at your own pace — whether part-time or full-time, the system adapts to your commitment level
• You are self-motivated and do not need someone standing over you to get things done • You have experience in sales, real estate, finance, customer service, or another client-facing role — insurance experience is not required • You are a career changer or part-timer in the Houston area looking for something with real long-term upside • You are coachable and willing to follow a proven system even if it is new to you • You are ready to get licensed if you are not already (we will show you exactly how)
• You control your schedule — mornings, evenings, weekends, you decide • 100% remote — serve clients across Houston and the surrounding Harris County area from wherever you are most productive • Warm inbound leads — you talk to people who already raised their hand for coverage, so there is no cold calling • Carrier-paid training and mentorship from agents who are actively producing right now • You build a book of business that pays you on every policy you write, with an ownership model and overrides as you grow a team • No ceiling on your income — your results are a direct reflection of your effort and consistency
Apply Now🔥 8 hours ago
Remote Sales Representative assisting customers with personal line auto and home insurance policies. Working with a leading fintech startup to provide exceptional service.
🇺🇸 United States – Remote
💵 $19 - $21 / hour
⏰ Full Time
🟡 Mid-level
🟠 Senior
🔒 Insurance
🦅 H1B Visa Sponsor
🔥 10 hours ago
Senior Insurance Forms Analyst responsible for drafting and managing policy forms for commercial and personal lines. Collaborating on compliance and legal coverage with underwriting, claims, and product teams.
🔥 11 hours ago
Insurance Examiner III for Vermont's Department of Financial Regulation overseeing examinations of captive insurance companies. Evaluating compliance and conducting research on insurance operations.
🇺🇸 United States – Remote
💵 $4k - $6.3k / hour
⏰ Full Time
🟢 Junior
🟡 Mid-level
🔒 Insurance
🦅 H1B Visa Sponsor
🔥 13 hours ago
Internal Insurance Strategist at Crump selling life, long-term care, and disability income insurance to clients and advisors. Responsibilities include client engagement, driving sales, and insurance product explanation.
🔥 13 hours ago
Internal Insurance Strategist discussing needs with clients and selling life, long-term care, and disability insurance. Managing sales activities within AmeriLife's Financial Institutions channel.