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

Legacy Planning

Licensed Insurance Agent specializing in Infinite Banking with training and mentorship opportunities. Helping families build wealth and implement financial strategies remotely.

Posted 6/25/2026full-timeRemote • Colorado • 🇺🇸 United StatesMid-LevelSeniorWebsite

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

IULsinfinite bankingtax-free planning

Soft Skills

educationalcoachablecommitted to growth

Certifications & Qualifications

life insurance license

Industry Keywords

financial strategiesdebt eliminationsavings growthwealth building

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