Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist
Legacy Planning
full-time
Posted on:
Location Type: Remote
Location: Oklahoma • United States
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About the role
- Let’s help families build wealth — and help YOU become an Infinite Banking Specialist
- Empower agents with training and mentorship to become trusted advisors in cash flow banking, generational wealth planning, and tax-free retirement using life insurance
Requirements
- Hold a current life insurance license (REQUIRED)
- Want to learn advanced strategies (IULs, infinite banking, tax-free planning)
- Are driven to educate clients, not just sell to them
- Are coachable and committed to growth
- Want to work with a supportive, faith- and family-based team
Benefits
- 1-on-1 Mentorship from Certified Infinite Banking Advisors
- Step-by-step training on IULs, whole life design, and family banking strategies
- Hands-on experience helping clients eliminate debt, build savings, and grow legacy wealth
- 100% Remote with flexible hours
- Commission-based pay with top-tier comp structure
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
IULsinfinite bankingtax-free planning
Soft Skills
educationalcoachablecommitted to growth
Certifications
life insurance license