Legacy Planning Specialist

4 weeks ago


Johnson City, Tennessee, United States The LeBlanc Group Full time
Job Opportunity

We're seeking a motivated and ambitious individual to join our team as a Legacy Planning Consultant. As a key member of our organization, you will play a crucial role in helping our clients achieve their financial goals and secure their legacy.

About the Role

This is a fully remote position that offers a unique opportunity for career advancement and financial growth. As a Legacy Planning Consultant, you will be responsible for working with warm leads, contacting clients, scheduling appointments, and writing applications for life insurance products that meet their needs and budget.

Key Responsibilities
  • Develop and implement personalized sales strategies to meet client needs
  • Provide exceptional customer service and build strong relationships with clients
  • Stay up-to-date with industry trends and product offerings to ensure optimal client solutions
  • Meet or exceed sales targets and contribute to the growth of the organization
What We Offer

We provide a comprehensive training program, accountability, personal mentorship, and local, regional, and national training events to support your success. As a Legacy Planning Consultant, you will have the opportunity to contractually own your own agency and achieve financial success in a lucrative industry.

Requirements
  • 100% commission position with opportunities for advancement
  • Hands-on training and support from experienced professionals
  • No cold calling or sales pressure
  • Assistance with becoming licensed (if not already licensed)

Please note that this is a fully remote position, and we are looking for individuals who are self-motivated, resilient, and committed to their growth and development.



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