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Legacy Planning

Career Focused Life Insurance Leaders

Legacy Planning

GIA Legacy Planning seeks Life Insurance Leaders focused on client insurance solutions. Opportunity for remote work with strong mentorship and advancement into leadership roles.

Posted 6/2/2026full-timeRemote • Texas • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact
  • Identify client needs and recommend tailored insurance solutions
  • Develop and maintain strong client relationships
  • Educate clients on policy options and coverage solutions
  • Stay informed on industry trends and product offerings
  • Work independently while collaborating with a supportive team
  • Assist in training and mentoring future agents as you grow into leadership

Requirements

What you’ll need
  • Insurance license (or willingness to obtain one — we provide guidance)
  • Strong communication and interpersonal skills
  • Self-motivated with a results-driven mindset
  • Comfortable leading and working with others
  • Interested in building and leading a team
  • Ability to work independently and manage time effectively
  • Basic computer skills for CRM and client management

Benefits

Comp & perks
  • Uncapped commission structure with bonus potential
  • Flexible remote/work-from-home schedule
  • Virtual training, mentorship, and leadership development
  • Access to top-rated insurance carriers and products
  • Career agent opportunities with advancement into leadership roles
  • Opportunity to build, mentor, and lead your own team
  • Supportive team culture with ongoing coaching and professional development

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
strong communication skillsinterpersonal skillsself-motivatedresults-driven mindsetleadershipteam buildingtime management
Certifications
insurance license