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 Representative
Job not on LinkedIn
🔥 11 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 families who have already requested information about protecting their home and income • Walk clients through coverage options and help them choose suitable coverage • Serve clients after the sale • Build and own a book of business • Follow the company’s proven sales process • Potentially build and lead a team
🎯 Requirements
• No insurance experience required • Background in sales, real estate, finance, hospitality, or service is applicable • Coachable and self-motivated • Willingness to follow a proven process • State life insurance license required to sell • Must obtain the license; candidate covers course and state exam fees • Ability to work as a 1099 independent contractor • Part-time or full-time availability
🏖️ Benefits
• Warm inbound leads system; no buying lists or cold calling • Mentorship from active producers • Access to 50+ carriers • Path to build and lead your own team • Flexible hours • Remote work from home • Training and licensing guidance
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