What are the responsibilities and job description for the Life Insurance Agent position at Legacy Financial Group?
Legacy Financial Group is an independent insurance brokerage seeking motivated Life & Health Insurance Agents to support continued growth. This role offers flexibility, professional training, and access to multiple insurance carriers in a compliance-focused environment.
Agents are responsible for consulting with clients, recommending appropriate insurance solutions, and building long-term client relationships.
Responsibilities- Conduct client consultations to assess insurance needs
- Educate clients on Life & Health insurance options
- Maintain ethical and compliant sales practices
- Manage client relationships and follow-up
- Use company CRM and digital tools
- Participate in training and professional development
- Active Life & Health insurance license or willingness to obtain
- High school diploma or equivalent
- Strong communication and interpersonal skills
- Ability to work independently and manage time effectively
- Professional and client-focused approach
Preferred:
- Prior experience in insurance, sales, or financial services
- Experience in remote or self-directed roles
- Commission-based compensation
- Performance-based bonuses and incentives may be available
- Earnings vary based on individual production
- Access to multiple A-rated insurance carriers
- Training, onboarding, and ongoing support
- CRM and insurance sales tools
- Administrative and operational support
- Optional lead and marketing programs
- Advanced case support
- Leadership and growth opportunities
Term Life, Whole Life, Final Expense, Mortgage Protection, IULs, Annuities, Medicare, and Supplemental Health Products.
Work Environment- Phoenix-based office with remote flexibility
- Professional, team-oriented culture
- Compliance-driven operations
Qualified candidates are encouraged to apply through ZipRecruiter or submit a resume directly.
Website: legacylfg.com
Email: admin@legacylfg.com