Licensed Life Insurance Producers-Retirement & Wealth Planning

Job Description

Job Description

Location: Remote / Work from Home

Job Type: Full-Time or Part-Time

Compensation: 100% Uncapped Commission-Based

About Us

At GIA Legacy Planning, we are committed to helping families and businesses protect their financial futures through personalized insurance solutions, legacy planning, and long-term financial protection strategies. Our culture is built on integrity, mentorship, leadership, and continuous professional growth. We believe in building people, not just policies.

We are seeking licensed Life & Health professionals interested in helping clients address retirement income needs, legacy planning strategies, and long-term financial security. This opportunity is designed for professionals who want to elevate their client conversations, expand their knowledge of advanced market concepts, and build a sustainable, long-term practice.

Move beyond transactional insurance sales and learn about advanced market, banking, and wealth preservation strategies designed to help clients pursue long-term financial security. With access to training, mentorship, modern technology, and ongoing coaching, you can strengthen your expertise while developing a more comprehensive approach to serving your clients.

At GIA Legacy Planning, professional development is encouraged, leadership is welcomed, and growth is a continuous process. You'll have the flexibility to manage your own schedule, work remotely, and build your practice around your personal and professional goals.

If you're coachable, motivated, and ready to grow your knowledge, elevate your client relationships, and make a meaningful impact, we'd love to connect with you.

Responsibilities

• Client Strategy: Identify client needs and explore appropriate insurance and financial protection solutions.

• Retirement & Legacy Planning: Help clients understand insurance-based strategies that may support retirement income objectives, legacy planning, and long-term financial protection.

• Advanced Market Education: Develop your knowledge of advanced market concepts, banking strategies, and wealth preservation approaches relevant to client needs.

• Relationship Building: Establish and maintain trusted, long-term relationships with clients.

• Practice Development: Build your client base through networking, referrals, and available company resources.

• Client Education: Explain insurance products, policy features, and coverage options clearly and professionally.

• Follow-Up & Service: Maintain consistent communication with prospective and existing clients to support a positive client experience.

• Professional Development: Participate in training, mentorship, and coaching to strengthen your expertise and effectiveness.

• Independent Growth: Manage your workflow and schedule while collaborating with a supportive team and experienced leadership.

What We Offer

• Uncapped Earning Potential: Commission-based compensation tied to individual production and performance.

• Flexible Scheduling: Take ownership of your schedule and develop a work routine that aligns with your goals.

• Remote Work Environment: Work from home while building and developing your practice.

• Advanced Market Training: Opportunities to expand your knowledge of retirement-focused insurance solutions, legacy planning, and wealth preservation concepts.

• Mentorship & Coaching: Receive ongoing guidance, constructive feedback, and support for your professional development.

• Long-Term Practice Growth: Build stronger client relationships and develop your skills for sustainable career growth.

• Leadership Opportunities: Explore opportunities to develop as a leader and contribute to a growth-oriented team.

• Supportive Culture: Join a team that values accountability, collaboration, coachability, and continuous improvement.

• Purpose-Driven Work: Help individuals and families explore solutions that align with their financial protection and legacy goals.

Requirements

• Active Life & Health insurance license preferred or required for applicable sales activities.

• Interest in retirement income planning, legacy strategies, and advanced market concepts.

• Strong communication, relationship-building, and interpersonal skills.

• Coachable mindset with a willingness to learn and apply feedback.

• Self-motivated, organized, and comfortable working independently.

• Ability to manage time effectively in a remote work environment.

• Basic computer skills and familiarity with digital client management tools.

• Commitment to professional development, ethical client service, and long-term practice growth.