Insurance Broker
Job Overview
Legacy Financial Planning is seeking a Remote Insurance Sales Agent to conduct virtual consultations and help clients secure life insurance coverage that protects their families and financial future.
This is a performance-based role supported by a proven sales system, pre-qualified leads, structured training, and ongoing mentorship. We welcome both driven individuals new to insurance and experienced closers looking for a higher-commission environment with leadership growth opportunities.
Success in this role requires strong communication skills, professionalism, self-discipline, and the ability to operate confidently in a results-driven setting.
Responsibilities
• Conduct virtual sales appointments with pre-qualified leads
• Assess client needs and recommend appropriate coverage
• Follow proven sales scripts and training systems
• Maintain compliance with state and company regulations
• Track activity, follow up with prospects, and manage pipeline
• Consistently meet personal production and performance goals
• Maintain professionalism in all client interactions
Qualifications
• Demonstrated history of high achievement in sales, athletics, entrepreneurship, or other performance-based environments
• Exceptional communication skills with confidence speaking to professionals over phone and zoom.
• Strong self-management skills — able to structure your day and execute without supervision
• Emotionally resilient and comfortable handling objections and rejection
• Growth-oriented mindset with a commitment to continuous improvement and accountability
This Role Is NOT a Fit For Individuals Who
• Are seeking guaranteed income without performance expectations
• Struggle with self-discipline in a remote work environment
• Avoid accountability or externalize blame for results
• Are uncomfortable having direct conversations about finances and protection
• Prefer minimal effort over measurable growth and advancement
Additional Information
• This is a 1099 independent contractor position. Compensation is commission-based. Income varies based on effort, consistency, and performance. No income is guaranteed.
• Candidates must be willing to complete state licensing requirements prior to onboarding. We provide guidance throughout the licensing process.
• We are adding to our team of professionals committed to growth, discipline, and long-term success. If that aligns with you, we encourage you to apply.
Job Types: Full-time, Part-time
Pay: $65,000.00 - $138,000.00 per year
Expected hours: No less than 30 per week
Benefits:
• Flexible schedule
• Work from home
Application Question(s):
• Are you at least 18 years old / older?
• Why would Legacy Financial Planning be crazy if we decided to pass on your application?
Education:
• High school or equivalent (Required)
License/Certification:
• Life Insurance License (Preferred)
Work Location: Remote
Apply tot his job
Apply To this Job
Legacy Financial Planning is seeking a Remote Insurance Sales Agent to conduct virtual consultations and help clients secure life insurance coverage that protects their families and financial future.
This is a performance-based role supported by a proven sales system, pre-qualified leads, structured training, and ongoing mentorship. We welcome both driven individuals new to insurance and experienced closers looking for a higher-commission environment with leadership growth opportunities.
Success in this role requires strong communication skills, professionalism, self-discipline, and the ability to operate confidently in a results-driven setting.
Responsibilities
• Conduct virtual sales appointments with pre-qualified leads
• Assess client needs and recommend appropriate coverage
• Follow proven sales scripts and training systems
• Maintain compliance with state and company regulations
• Track activity, follow up with prospects, and manage pipeline
• Consistently meet personal production and performance goals
• Maintain professionalism in all client interactions
Qualifications
• Demonstrated history of high achievement in sales, athletics, entrepreneurship, or other performance-based environments
• Exceptional communication skills with confidence speaking to professionals over phone and zoom.
• Strong self-management skills — able to structure your day and execute without supervision
• Emotionally resilient and comfortable handling objections and rejection
• Growth-oriented mindset with a commitment to continuous improvement and accountability
This Role Is NOT a Fit For Individuals Who
• Are seeking guaranteed income without performance expectations
• Struggle with self-discipline in a remote work environment
• Avoid accountability or externalize blame for results
• Are uncomfortable having direct conversations about finances and protection
• Prefer minimal effort over measurable growth and advancement
Additional Information
• This is a 1099 independent contractor position. Compensation is commission-based. Income varies based on effort, consistency, and performance. No income is guaranteed.
• Candidates must be willing to complete state licensing requirements prior to onboarding. We provide guidance throughout the licensing process.
• We are adding to our team of professionals committed to growth, discipline, and long-term success. If that aligns with you, we encourage you to apply.
Job Types: Full-time, Part-time
Pay: $65,000.00 - $138,000.00 per year
Expected hours: No less than 30 per week
Benefits:
• Flexible schedule
• Work from home
Application Question(s):
• Are you at least 18 years old / older?
• Why would Legacy Financial Planning be crazy if we decided to pass on your application?
Education:
• High school or equivalent (Required)
License/Certification:
• Life Insurance License (Preferred)
Work Location: Remote
Apply tot his job
Apply To this Job