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Role overview

Qualifications

  • Insurance license (or willingness to obtain one)
  • Strong communication and interpersonal skills
  • Self-motivated with a results-driven mindset
  • Comfortable leading and working with others

Responsibilities

  • Identify client needs and recommend tailored insurance solutions
  • Develop and maintain strong client relationships
  • Educate clients on policy options and coverage solutions
  • Stay informed on industry trends and product offerings

Key facts

Other skills

  • Sales
  • Leadership
  • Communication
  • Social Skills
  • Team Management
  • Time Management
  • Coaching
  • Mentorship
  • Leadership Development
  • Basic Internet Skills

About the company

Legacy Planning logo

Legacy Planning

Company details

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Job description

Job Type: Full-Time / Part-Time | Compensation: Uncapped Commission

About GIA Legacy Planning

At GIA Legacy Planning, we specialize in helping families and businesses protect their future through personalized insurance and financial protection solutions. Our culture is built on integrity, leadership, mentorship, accountability, and long-term professional growth.

We are seeking motivated, coachable, and career-driven individuals who are ready to grow both personally and professionally. We value individuals with leadership drive, strong communication skills, and the confidence to speak up, contribute ideas, and engage with others in a professional environment.

The ideal candidate is comfortable in sales, passionate about helping people, and interested in building something meaningful for the long haul — not simply looking for a job, but looking for a place to plant their flag and develop a lasting career.

Why Join Us?

  • Uncapped commission structure with bonus potential

  • Flexible remote/work-from-home schedule

  • Virtual training, mentorship, and leadership development

  • Access to top-rated insurance carriers and products

  • Career agent opportunities with advancement into leadership roles

  • Opportunity to build, mentor, and lead your own team

  • Supportive team culture with ongoing coaching and professional development

Responsibilities

  • Identify client needs and recommend tailored insurance solutions

  • Develop and maintain strong client relationships

  • Educate clients on policy options and coverage solutions

  • Stay informed on industry trends and product offerings

  • Work independently while collaborating with a supportive team

  • Assist in training and mentoring future agents as you grow into leadership

Requirements

  • Insurance license (or willingness to obtain one — we provide guidance)

  • Strong communication and interpersonal skills

  • Self-motivated with a results-driven mindset

  • Comfortable leading and working with others

  • Interested in building and leading a team

  • Ability to work independently and manage time effectively

  • Basic computer skills for CRM and client management

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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