Insurance Sales Specialist

Company Description Legacy Management & Consulting Inc. is an affiliate of North American Senior Benefits & Integrity Marketing Group, a national leader in insurance marketing and distribution. The organization focuses on providing tailored insurance solutions, with a strong emphasis on serving senior clients and their families. As part of a larger network, team members benefit from established carrier relationships, proven sales systems, and ongoing professional support. The company values integrity, client education, and long-term relationships built on trust. Team members can expect a performance-driven environment with opportunities for growth and development in the insurance industry.Role Description This is a full-time, Insurance Sales Specialist role that offers to ability to work remotely- nationwide! The Insurance Sales Specialist will meet with prospective and existing clients to assess their needs and recommend appropriate insurance products, with a focus on senior market solutions. Daily responsibilities include conducting in-person consultations, explaining policy options and benefits, preparing quotes, and completing applications accurately and in compliance with carrier and regulatory requirements. The role involves maintaining regular follow-up with clients, handling policy changes, and providing responsive customer service to address questions or concerns. The Insurance Sales Specialist will also collaborate with team members, attend trainings, and stay current on product offerings and industry updates to support informed, ethical sales practices.QualificationsProficiency in Insurance Sales and a solid understanding of core Insurance principles or the desire to learn in a defined time frame.Experience or familiarity with Insurance Brokerage and working with multiple carriers or product lines.Knowledge of Life Insurance products and the ability to explain coverage and benefits clearly, or the willingness to obtain necessary knowledge in a defined time frame.Strong Customer Service skills, including active listening, empathy, and problem resolution a must!State insurance license (or ability to obtain one within a defined timeframe), with a clean regulatory record.Comfort with in-person client interactions and the ability to build trust quickly and professionally.Basic proficiency with computers and CRM or sales tracking tools.Self-motivated, goal-oriented work style with the ability to manage time and prioritize tasks effectively.High school diploma or equivalent required; additional education in business, finance, or a related field is beneficial.