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

Legacy Planning

Licensed Insurance Agent specializing in Infinite Banking strategies at GIA Legacy Planning. Providing mentorship and education on wealth-building methods remotely.

Posted 6/3/2026full-timeRemote • Texas • 🇺🇸 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 remotely.
Learn, grow, and specialize in one of the most powerful financial strategies available — Infinite Banking.

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