We proactively plan and assist families to navigate less stressfully through the months that follow the loss of a loved one.

Legacy Planning

Browse and apply for open jobs at Legacy Planning.

sales

<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.

• 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

Sales Professional – Entrepreneurial Opportunity

Remote Sales Professional providing tailored insurance solutions and developing strong client relationships. Seeking self-starters with a passion for sales and entrepreneurial mindset.

Legacy Planning

About the company

Open jobs

1 jobs found

Sales Professional – Entrepreneurial Opportunity

Legacy Planning