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Join Our Legacy Planning Team and Make a Lasting Impact

GIA Legacy Planning
Posted 19 days ago, valid for 16 days
Location

Mason, TX, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • This remote position offers both full-time and part-time opportunities focused on personalized life insurance solutions.
  • Candidates are expected to have strong communication skills and a self-motivated, results-driven mindset, with a willingness to obtain an insurance license if they do not already have one.
  • The role involves identifying client needs, generating leads, and maintaining strong client relationships to close sales.
  • Compensation is commission-based, with a competitive structure that includes potential bonuses and a flexible work schedule.
  • No specific years of experience are mentioned, but candidates should be prepared to engage in comprehensive training and mentorship.

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

About Us:

Join a team dedicated to helping individuals and families achieve financial confidence through personalized life insurance solutions. The Legacy Planning Team empowers clients with protection for their mortgage, income, final expenses, outstanding debts, and long-term financial goals. As part of this team, you'll receive comprehensive training, ongoing mentorship, product expertise, and proven sales strategies to help you make a meaningful impact while building a rewarding and successful career. If you're passionate about serving others and creating lasting financial security for families, this is an opportunity to grow professionally while making a difference every day.

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

  • Have own technical devices to conduct laptop, iPad, and a cell phone




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By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.