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Legacy Planning

Licensed Life Insurance Agent

Legacy Planning

Licensed Life Insurance Agent at GIA Legacy Planning providing remote insurance solutions. Engage clients, assess needs, and deliver suitable coverage options with our supportive team.

Posted 5/10/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Consult with clients to assess their insurance needs & recommend suitable coverage
  • Educate clients on policy options and help them make informed decisions
  • Manage the full sales cycle from prospecting to closing deals
  • Maintain relationships with clients and provide ongoing policy support
  • Stay up to date with industry trends and product knowledge

Requirements

What you’ll need
  • Active Life and/or Health Insurance License (Required)
  • Strong communication and interpersonal skills
  • Self-motivated with a drive for success
  • Ability to work independently and remotely

Benefits

Comp & perks
  • Work from home – 100% remote position with flexible hours
  • Lucrative Commission-Based Income – Uncapped earning potential
  • Warm Lead CRM – No cold calling required
  • Comprehensive Training & Mentorship – We invest in your success
  • Cutting-Edge Technology & CRM – Automate tasks and streamline sales
  • Opportunities for Advancement – Grow into leadership roles
  • Supportive Team Culture – Be a part of a network of top agents

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
communication skillsinterpersonal skillsself-motivateddrive for successability to work independentlyability to work remotely
Certifications
Life Insurance LicenseHealth Insurance License