Job Details

GIA Legacy Planning | Remote / Work from home 1099 | Commission-only | Full-time or part-timeAbout Us:GIA Legacy Planning is an independent agency operating within the Symmetry Financial Group (SFG) network one of the nation's leading IMOs. That means access to a wide range of A.M. Best-rated carriers, real support infrastructure, and a proven system behind you from day one.About this role:Identify client needs and recommend tailored insurance solutionsDevelop and maintain strong client relationshipsGenerate leads through networking, referrals, and company-provided resourcesEducate clients on available policies and coverage optionsFollow up with prospects to close sales and maintain customer satisfactionStay informed about industry trends and product offeringsWork independently while collaborating with a supportive teamWhat We Offer:Access to multiple A.M. Best-rated carriers through the SFG networkCompetitive commission structure with performance bonuses availableLicensing guidance if you're not yet licensed we'll walk you through itHands-on mentorship from experienced agents, not a manager checking boxesFull remote flexibility work from home, from the field, wherever you closeLeads and lead systems available; no cold-calling strangers from a listLeadership and agency-building opportunities as you growWhat you'll do:Meet with clients (virtually or in person) to understand their coverage needsCompare carrier options and recommend solutions that genuinely fitBuild and maintain a client pipeline through referrals, networking, and provided leadsFollow up consistently — most sales happen after the first conversationKeep up with carrier products, underwriting guidelines, and industry changesManage your own schedule and hold yourself accountable to your resultsWhat we're looking for:Active life insurance license or a clear commitment to obtaining oneBilingual in English and Spanish (strongly preferred)Self-directed and comfortable working without a supervisor standing over youStrong communicator you can explain complex things simply and clearlyComfortable with basic tech: email, CRM tools, video callsPrior insurance or sales experience is helpful but not required#J-18808-Ljbffr