Licensed Insurance Agent – Mentorship Track, Infinite Banking Specialist

Legacy Planning

Licensed Insurance Agent working remotely, specializing in mentorship for Infinite Banking strategies. Helping clients achieve financial impact through advanced strategies and support.

Posted 5/20/2026full-timeRemote • New Jersey • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Help families build wealth and become an Infinite Banking Specialist
Engage in mentorship and step-by-step training
Collaborate with clients to eliminate debt and grow savings

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 resume

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

mentorshipcoachablecommitted to growtheducate clients

Certifications

life insurance license