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Legacy Planning

Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist

Legacy Planning

Licensed Insurance Agent focusing on Infinite Banking strategies. Remote role with mentorship and support for agents helping families build wealth.

Posted 5/30/2026full-timeRemote • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Let’s help families build wealth and help YOU become an Infinite Banking Specialist
  • Apply for this job as a Licensed Insurance Agent on a Mentorship Track
  • Empower agents with training and mentorship to become trusted advisors in cash flow banking and generational wealth planning
  • Work remotely with flexible hours and commission-based pay

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

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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