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Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist
Legacy PlanningLicensed Insurance Agent specializing in Infinite Banking with training and mentorship opportunities. Helping families build wealth and implement financial strategies remotely.
About the role
Key responsibilities & impact- Help families build wealth as an Infinite Banking Specialist
- Utilize training and mentorship to provide financial strategies
- Collaborate with clients to implement solutions for debt elimination and savings growth
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