Join Our Legacy Planning Team and Make a Lasting Impact

Legacy Planning Team Position

Join a team dedicated to helping individuals and families achieve financial confidence through personalized life insurance solutions. The Legacy Planning Team empowers clients with protection for their mortgage, income, final expenses, outstanding debts, and long-term financial goals. As part of this team, you'll receive comprehensive training, ongoing mentorship, product expertise, and proven sales strategies to help you make a meaningful impact while building a rewarding and successful career. If you're passionate about serving others and creating lasting financial security for families, this is an opportunity to grow professionally while making a difference every day.

Responsibilities

• 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

What We Offer

• Competitive commission structure with potential for bonuses
• Flexible work schedule (remote position)
• 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

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
• Have own technical devices to conduct laptop, iPad, and a cell phone