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 Producer
Job not on LinkedIn
🕒 2 days 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 days ago
Editor / Content Producer at Delphi Media focusing on high-quality podcast and shortform video content. Collaborating with team to create engaging digital media and maximize audience retention.
🕒 2 days ago
Insurance Producer role at PWSC supporting builder’s risk insurance policies and client interactions. Entry-level position offering long-term career growth in the insurance industry.
🕒 3 days ago
Producer in Transactional Risk Sales advising on risk insurance products in commercial real estate transactions. Engaging with clients and negotiating coverage options across multiple states.
🇺🇸 United States – Remote
💵 $250k - $300k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🍿 Producer
🦅 H1B Visa Sponsor
🕒 3 days ago
Remote Insurance Sales Producer providing customer service and selling insurance policies to clients. Requires Texas residency and a valid insurance license.
🇺🇸 United States – Remote
💵 $65k - $70k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🍿 Producer
🚫👨🎓 No degree required
🕒 3 days ago
Remote Insurance Sales Producer at Brightway Insurance selling insurance products and providing exceptional customer service. Analyzing insurance needs and maintaining client relationships while working with Texas residents.
