Life Insurance Agent Bilingual (English & Spanish) | Remote

GIA Legacy Planning Insurance Agent

GIA Legacy Planning is an independent agency operating within the Symmetry Financial Group (SFG) network one of the nation's leading IMOs. That means access to a wide range of A.M. Best-rated carriers, real support infrastructure, and a proven system behind you from day one.

About This Role

• Identify client needs and recommend tailored insurance solutions
• Develop and maintain strong client relationships
• Generate leads through networking, referrals, and company-provided resources
• Educate clients on available policies and coverage options
• Follow up with prospects to close sales and maintain customer satisfaction
• Stay informed about industry trends and product offerings
• Work independently while collaborating with a supportive team

What We Offer

• Access to multiple A.M. Best-rated carriers through the SFG network
• Competitive commission structure with performance bonuses available
• Licensing guidance if you're not yet licensed we'll walk you through it
• Hands-on mentorship from experienced agents, not a manager checking boxes
• Full remote flexibility work from home, from the field, wherever you close
• Leads and lead systems available; no cold-calling strangers from a list
• Leadership and agency-building opportunities as you grow

What You'll Do

• Meet with clients (virtually or in person) to understand their coverage needs
• Compare carrier options and recommend solutions that genuinely fit
• Build and maintain a client pipeline through referrals, networking, and provided leads
• Follow up consistently most sales happen after the first conversation
• Keep up with carrier products, underwriting guidelines, and industry changes
• Manage your own schedule and hold yourself accountable to your results

What We're Looking For

• Active life insurance license or a clear commitment to obtaining one
• Bilingual in English and Spanish (strongly preferred)
• Self-directed and comfortable working without a supervisor standing over you
• Strong communicator you can explain complex things simply and clearly
• Comfortable with basic tech: email, CRM tools, video calls
• Prior insurance or sales experience is helpful but not required