Legacy Planning
1 - 10 employees
👥 B2C
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 Sales Agent
Job not on LinkedIn
🔥 0 minutes ago
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Legacy Planning
1 - 10 employees
👥 B2C
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
• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Educate clients on available policies and coverage options • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team
🎯 Requirements
• Insurance license (or willingness to obtain one – we provide guidance) • Strong communication and interpersonal skills • Self-motivated with a results-driven mindset • Ability to work independently and manage time effectively • Basic computer skills for CRM and client management
🏖️ Benefits
• Uncapped commission structure with potential for bonuses • Flexible work schedule (remote position) • Virtual training and mentorship programs • Access to top-rated insurance carriers and products • Opportunities for career growth and leadership development • Supportive team culture with ongoing coaching and professional development
Apply NowSimilar Jobs
🔥 2 hours ago
Credit Analyst responsible for reviewing P&C reinsurer credit risk at OdysseyRe. Managing database and quarterly reporting of reinsurance accounting information.
🔥 8 hours ago
Insurance Agent providing customer service and processing claims for a pet insurance company. Responding to inquiries through various channels and assisting customers with their needs.
🔥 9 hours ago
Senior Insurance Authorization Specialist at Ensemble supporting insurance authorization and verification processes. Responsible for team workflow and training while ensuring regulatory compliance.
🇺🇸 United States – Remote
💵 $18 - $23 / hour
💰 Private Equity Round on 2022-03
⏰ Full Time
🟠 Senior
🔒 Insurance
🔥 9 hours ago
Bedded Insurance Authorization Specialist responsible for initial and concurrent insurance authorization securement for healthcare clients. Ensuring compliance and eliminating authorization denials while working remotely.
🇺🇸 United States – Remote
💵 $17 - $18 / hour
💰 Private Equity Round on 2022-03
⏰ Full Time
🟡 Mid-level
🟠 Senior
🔒 Insurance
🔥 10 hours ago
Insurance Strategy Lead at Humana driving high-impact strategic projects in Medicare and Medicaid. Collaborating with senior leadership to inform discussions and prioritize initiatives.
🇺🇸 United States – Remote
💵 $138.2k - $190.1k / year
⏰ Full Time
🟠 Senior
🔒 Insurance
🦅 H1B Visa Sponsor
