Licensed Life & Health Agent

Job Description

Position Overview:

We are looking for an enthusiastic, Life Insurance Agent to join our team. This hybrid role offers the flexibility to work from home while occasionally meeting with clients or attending team gatherings, trainings, networking events, table booth set ups, etc in the Dallas area. As a Life Insurance Agent, you’ll play a vital role in assisting clients in understanding their options and choosing the best plans to protect their families and assets.

This position is ideal for someone motivated to start a career in financial services, who has a winning & solution mindset with opportunities for growth and mentorship.

• Educate potential clients on life insurance options, addressing questions and concerns to help them make informed decisions.
• Booth and Table set ups at networking events
• Conduct virtual and in-person consultations with prospective clients to assess their financial needs and goals.
• Develop personalized life insurance recommendations based on clients’ unique situations.
• Follow up with leads, build strong client relationships, and provide ongoing support.
• Maintain accurate records of client interactions, policies, and follow-ups.
• Participate in training sessions to grow knowledge of insurance products, sales techniques, and industry best practices.
• Collaborate with team members and mentors to continuously enhance sales skills and product expertise.
• Willingness to Contribute Beyond Job Scope
  :
  Demonstrates a proactive attitude in supporting Legacy Army Financial Group's mission, including assisting in company-wide initiatives, sharing insights for growth, and contributing to team success in any capacity as needed. Flexibility and a “can‑do” mindset are essential for adapting to evolving business needs and helping the team excel.

• High school diploma or GED required; some college or related experience in sales or customer service preferred.
• Willingness to obtain a state life insurance license (with licensing assistance provided).
• Strong communication skills, both verbal and written, with an ability to explain complex topics simply.
• Self‑motivated, goal‑oriented, and committed to helping clients reach their financial goals.
• Basic proficiency in Microsoft Office Suite, CRM software experience is a plus.
• Strong organizational and time‑management skills.

• Competitive commission opportunities and performance bonuses.
• Mentorship and training from industry experts to help you build a successful career in financial services.
• All Holidays off
• Licensing support and assistance in obtaining required state licenses.
• Flexible, hybrid work environment to balance in-person meetings and remote work.
• Opportunities for career growth and advancement within Legacy Army Financial Group.
• Supportive team culture with a focus on family values and client-centered service.
• Top CRM for business automation and integration
• Led Gen Training and Support