Job Description

Legacy Family Life is an industry-leading provider of final expense life insurance and specializes in helping seniors find the most affordable life insurance products from only A rated or better carriers.

What makes Legacy Family Life so different? For one, the founders of this company, Micah and Peter were successful life insurance agents themselves. Our vision is to fundamentally change the insurance industry by setting a new standard for agent and customer satisfaction. We will know we are successful when every insurance agent can provide abundantly for their family, have time to enjoy their lives, and consistently provide life-changing service to their clients. It's NOT about US, it's about YOU. For two, we operate as a virtual call center; allowing us to find the best people, create the best culture, and provide the best support to our staff who all work directly from home.

ROLE:

Legacy Family Life Insurance Agents (Legacy Agents) present and sell Final Expense Life Insurance. They sell life insurance to new outbound and/or inbound prospects. Legacy Agents manage their own pipeline of life insurance prospects. They are also an essential component of our customer experience. Legacy Agents understand that they are more than “Sales”, they are the first impression a prospect will get of Legacy Family Life and thus they must be professional, an effective communicator, and excellent at building rapport. They are also motivated by helping our clients protect their families through our products. Legacy Agents understand that the sales process itself is a choreographed experience that should have the customer begging to buy.

WE PROVIDE:

Comprehensive Training: Ongoing education in final expense life insurance products and insurance sales best practices.
Supportive Tools: Access to our customized Legacy CRM for efficient lead management and communication.
Collaborative Environment: A team-oriented atmosphere where feedback and ideas are valued to enhance client satisfaction.
Career Advancement: Opportunities for growth within the company, recognizing and rewarding your contributions to our team's success.
Competitive Compensation: A rewarding salary package, commissions and bonuses based on performance.

RESPONSIBILITIES:

Establish, develop, and maintain positive business and customer relationships
Move all prospects to the proper stage of the pipeline via Legacy CRM throughout the day
Maintain a clear, up to date and accurate pipeline in our CRM
Follow up diligently and consistently with potential clients over extended periods of time
Document all interactions with all Life Insurance prospects and clients in the “notes” section of Legacy CRM, escalating to the Support team as needed
Educate prospects on our products from an expert perspective
Available weekdays from 9 am-6 pm EST to take calls
Attend at least 1 Daily Google Meet Call per day
Use both internal and external resources to maintain up to date knowledge of our products and industry
Collaborate with the Sales Manager to formulate ideas on how to best serve our clients
Be mindful of any emerging patterns of negative feedback from Final Expense Clients and report to the Sales Manager
Quickly escalate clients as needed through Customer Success Manager

RESULTS:

All prospects are properly moved in Legacy CRM and information is documented on client details so service staff has proper expectations by End of Day
A close rate of 5-7% of Final Expense Leads received per month is maintained as a New Agent
A close rate of 9-12% of Final Expense Leads received per month is maintained as a Senior Agent
All qualified prospects are consistently followed up with indefinitely
There is an effective line of communication between the Legacy Agent and the Sales Manager and CSM in which all necessary information is communicated in a timely manner
Legacy Agent remains well versed in the latest Final Expense Life Insurance product offerings through continued education/trainings
All internal communication cycles are properly followed

REQUIREMENTS:

Efficient with CRM and technology platforms
Good over the phone with business to consumer (B2C) sales
Active Life Insurance License (By Set Start Date)
Ability to make 250-300 dials per week-day
Minimum of 3-5 Final Expense presentations per week-day
Ability to work 50-60 hours per week during the first 90 days for starting
Excellent communication skills
Must be great at presenting
Excellent at building rapport
Open to learning new processes in sales
Take life insurance and client needs very seriously
Are routine driven
Open to growing rapidly
Self-sufficient and able to properly manage one’s own time
Well organized and able to maintain a pipeline that can be observed and understood by the Sales Manager

ON TARGET EARNINGS:

$80,000-$130,000

BENEFITS:

Legacy Family Life believes great people are the center of every successful busines
Paid-Time-Off + Sick Pay
Work from Home
Great Company Culture

Legacy Family Life Core Values

Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.

UNIMPEACHABLE CHARACTER

We believe in doing the right thing inside or outside the workplace, regardless if anyone could catch you for doing wrong. We believe in the highest level of ethical standards and integrity, even beyond the laws, rules and regulations

UTTER SINCERITY

We believe in passionately caring about the client you are serving, the people around you, and the company you are with. Love and sincerity are at the core of who we are.

COMPETITIVE EXCELLENCE:

We look at competition a little differently. We believe in competing against yourself daily to be the best individual you can possibly be. This is in regards to every aspect of life: health, relationships, sleep, finances, diet, and discipline. We recognize that every one of these aspects in life will ultimately determine how you perform within our organization.

MAKE IT BETTER

This is our war cry in the industry! We believe in looking for ways to constantly make things better and make one less mistake a day.

FIND A WAY

We believe in always finding a way to hold yourself accountable to all of these core values and completing the objectives at hand even against insurmountable odds.

Job Type: Full-time

Pay: $60,000.00 - $130,000.00 per year

Benefits: