GIA Legacy Planning
GIA Legacy Planning
Applications Closed
Posted 21 days ago
Full Time
San Marcos, California
Fully Remote
Smart Summary
Responsibilities
The agent is responsible for identifying client needs, recommending tailored insurance solutions, and generating leads through networking and referrals. They must also educate clients on policy options, manage client relationships, and follow up with prospects to close sales.
Qualifications
You have a strong desire to help clients find the right insurance solutions and are motivated to achieve results in a commission-based environment. You are a self-starter with excellent communication skills and the ability to manage your time effectively, with a willingness to obtain an insurance license.
Must Have Skills for ATS
Insurance license
CRM
Job Description
Location: Remote Position/ Work from Home
Job Type: Full-Time/Part-Time
Compensation: 100% Uncapped Commission-Based
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.
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
GIA Legacy Planning
With Runway
See Your Fit for This Role
1-5 min
Your Score
?
Top Applicants
90%
Your Job Search Advantage
Key Gaps & Next Steps:
Address these in your resume & Interview
Top Strengths For This Role
Highlight these in your cover letter & interview
Your Interview Guide
A Personalized Interview Strategy
Freshest Opportunities
Never Miss a Good Fit
Get notified when jobs mach your criteria