Sales Representative

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Legacy Planning

WebsiteLinkedInAll Job Openings

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

• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Generate leads through networking, referrals, and company-provided resources • Educate clients on available policies and coverage options • Follow up with prospects to close sales and maintain customer satisfaction • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team

🎯 Requirements

• Licensed Life and Health Insurance Agent, or willingness to obtain an insurance license with provided 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 • Technical devices to conduct business

🏖️ Benefits

• Uncapped commission-based compensation • Potential for bonuses • Flexible work schedule • Comprehensive 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 • Company-provided lead resources