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.
Sales Professional – Entrepreneurial Opportunity
Job not on LinkedIn
🔥 4 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
⚖️ 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 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 • Build a book of business through policy sales • Grow a team and earn overrides as the business expands • Serve clients across Houston and the surrounding Harris County area remotely
🎯 Requirements
• 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 • Willingness to maintain consistent daily activity and follow-up • Independent-contractor readiness; compensation is commission-only
🏖️ Benefits
• Warm inbound leads; no cold calling • Carrier-paid training and mentorship • Ownership model and overrides as you grow a team • Flexible schedule • Opportunity to work part-time or full-time
Apply NowSimilar Jobs
🔥 1 hour ago
Remote insurance sales advisor guiding US families toward life, health, and financial protection. Selling customized policies through virtual consultations and pre-qualified leads.
🕒 6 days ago
Sales Agent promoting Nexio's sustainability consultancy in the US. Focused on business development and managing relationships with potential clients.
🕒 July 29
Mortgage Loan Originator responsible for originating commercial and residential loans. The position offers remote work flexibility and an entrepreneurial environment for building client relationships.
🕒 July 28
Commission-only Sales Associate engaging with clients via calls and Zoom for Squared Away. Responsible for sales calls, note-taking, and maintaining client relationships remotely.
🕒 July 28
Inbound Sales Performance Leader responsible for enhancing inbound sales team conversion rates at TurFresh. Coaching sales consultants through training, accountability, and performance measurement.
