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Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist
Legacy PlanningLicensed Insurance Agent with GIA Legacy Planning assisting families in wealth building. Pursuing mentorship to specialize in Infinite Banking and financial strategies.
About the role
Key responsibilities & impact- Help families build wealth by becoming an Infinite Banking Specialist
- Learn advanced strategies related to tax-free wealth and financial impact
- Participate in mentorship programs and one-on-one training sessions
- Work with clients to eliminate debt and build legacy wealth
Requirements
What you’ll need- 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
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant 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