
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.
🔥 4 minutes ago
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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 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 • Grow at your own pace, part-time or full-time • Build a book of business and grow a team through the ownership and overrides model
• Self-motivated and able to work independently • Experience in sales, real estate, finance, customer service, or another client-facing role • Insurance experience is not required • Coachable and willing to follow a proven system • Ready to obtain a life insurance license if not already licensed • Consistent daily activity and follow-up • Willingness to work as an independent contractor on a 1099 commission-only basis
• Control your schedule — mornings, evenings, weekends • 100% remote work • Warm inbound leads; no cold calling • Carrier-paid training and mentorship • Ownership model and overrides as you grow a team • No ceiling on income • Opportunity to build a book of business that pays on every policy written
Apply Now🔥 14 hours ago
Remote Insurance Verification Specialist helping TEKsystems patients access prescription and medical financial assistance. Verifying insurance, processing applications, and communicating eligibility outcomes.
🔥 14 hours ago
Remote Insurance Verification Specialist helping uninsured and underinsured patients navigate assistance programs and coverage eligibility. Processing applications, verifying insurance, assessing finances, and supporting patients and providers by phone.
🔥 14 hours ago
Remote licensed health insurance agent handling calls, quotes, and enrollments for TEKsystems’ Medicare customers. Following CMS compliance requirements while guiding members toward suitable health plans.
🕒 3 days ago
Conducting remote surveys to gather insights on Medicare-eligible adults' healthcare plan choices. Reviewing brand familiarity and providing feedback on insurance options.
🕒 5 days ago
Licensed Health Insurance Agent handling eligibility assessments and enrollment for health plans. Conducting outbound calls for referrals and compliance guidelines in a remote role.