GIA Legacy Planning
GIA Legacy Planning
Applications Closed
Posted 20 days ago
Full Time
Angleton, Texas
Fully Remote
Smart Summary
Responsibilities
Identify client needs to recommend tailored insurance solutions and maintain strong client relationships. Generate leads through networking and follow up with prospects to close sales.
Qualifications
You are a self-motivated individual with strong communication skills and a results-driven mindset. You will identify client needs, recommend tailored insurance solutions, and develop strong client relationships. A willingness to obtain an insurance license is required, along with basic computer skills and the necessary technical devices to conduct business.
Must Have Skills for ATS
Insurance license
Job Description
Location: Remote Position/ Work from Home
Job Type: Full-Time/Part-Time
Compensation: Un-Capped Commission-Based
We’re excited to invite ambitious, friendly go-getters to join our dynamic team as Final Expense Agents. This isn’t a cookie-cutter job—it’s a modern career path built for people who want flexibility, purpose, and real earning potential. You’ll have the freedom to work from anywhere, create a schedule that fits your life, and build a clear path toward financial independence.
This opportunity is ideal for career-driven professionals who want room to grow, sharpen leadership and business skills, and genuinely own their success. You’ll work in a thriving virtual environment, receive in-house leads (no cold calling), and have the ability to be contracted with multiple carriers, giving you options that best serve your clients. With a performance-based model and strong support system, you’re not just clocking in—you’re building a future that scales with your goals.
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
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
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
Technical devices to conduct business laptop, iPad or desktop etc.
GIA Legacy Planning
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