Job Description

Job Description

Job Description

Job Summary

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

Qualifications

• 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

Compensation

• Commission-based compensation
• Performance-based bonuses and incentives may be available
• Earnings vary based on individual production

What We Offer

• 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

Products Offered

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

How to Apply

Qualified candidates are encouraged to apply or submit a resume directly.

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