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f Advanced Market Insurance Agents-High Level Strategy for Serious Professionals

Role overview

Summary

This role is for an Advanced Market Insurance Agent at GIA Legacy Planning, focusing on providing personalized insurance solutions. You will work remotely, leveraging modern platforms to manage client relationships and sales processes while benefiting from ongoing training and mentorship.

Qualifications

  • Strong communication and interpersonal skills
  • Self-motivated with a results-driven mindset
  • Ability to work independently and manage time effectively
  • Basic computer skills for CRM and client management
  • Preferred: Insurance license (or willingness to obtain one)

Responsibilities

  • 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

Key facts

Hard skills

Other skills

  • Time Management
  • Communication
  • Social Skills
  • Self-Motivation
  • Basic Internet Skills

About the company

Legacy Planning logo

Legacy Planning

  • Insurance
  • 2–10
We proactively plan and assist families to navigate less stressfully through the months that follow the loss of a loved one.

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Job description

Location: Remote Position/ Work from Home
Job Type: Full-Time/Part-Time
Compensation: 100% Uncapped Commission-Based

About Us:

GIA Legacy Planning is a dynamic, client-focused insurance agency specializing in personalized insurance solutions that protect families and businesses. Our culture is rooted in integrity, mentorship, and continuous professional growth—we believe in building people, not just policies.

Join our team as an Advanced Market Insurance Agent and step into a fast-paced, data-driven industry where your performance and growth truly matter. You’ll have access to modern platforms designed to help you stay organized, streamline your workflow, and maximize your time management, all while enjoying the flexibility to control your own schedule and work from home.

Professional development here isn’t just offered—it’s actively encouraged. With ongoing training, mentorship, and growth opportunities, you’ll sharpen your skills, advance your career, and make a meaningful impact in people’s lives. If you’re motivated, adaptable, and ready to thrive in a high-performance environment, we’d love to connect with you.

Responsibilities:

  • 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:

  • Competitive commission structure with potential for bonuses

  • Flexible work schedule (remote position)

  • Comprehensive training and mentorship programs

  • Access to top-rated insurance carriers and products

  • Opportunities for career growth and leadership development

  • Supportive team culture with ongoing coaching and professional development

Requirements:

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

  • Strong communication and interpersonal skills

  • Self-motivated with a results-driven mindset

  • Ability to work independently and manage time effectively

  • Basic computer skills for CRM and client management

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