GIA Legacy Planning | Remote / Work from home 1099 | Commission-only | Full-time or part-time

About 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 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:

• Access to multiple A.M. Best-rated carriers through the SFG network

• Competitive commission structure with performance bonuses available

• Licensing guidance if you’re not yet licensed we’ll walk you through it

• Hands-on mentorship from experienced agents, not a manager checking boxes

• Full remote flexibility work from home, from the field, wherever you close

• Leads and lead systems available; no cold-calling strangers from a list

• Leadership and agency-building opportunities as you grow

What you’ll do:

• Meet with clients (virtually or in person) to understand their coverage needs

• Compare carrier options and recommend solutions that genuinely fit

• Build and maintain a client pipeline through referrals, networking, and provided leads

• Follow up consistently — most sales happen after the first conversation

• Keep up with carrier products, underwriting guidelines, and industry changes

• Manage your own schedule and hold yourself accountable to your results

What we’re looking for:

• Active life insurance license or a clear commitment to obtaining one

• Bilingual in English and Spanish (strongly preferred)

• Self-directed and comfortable working without a supervisor standing over you

• Strong communicator you can explain complex things simply and clearly

• Comfortable with basic tech: email, CRM tools, video calls

• Prior insurance or sales experience is helpful but not required

Source ⇲
globalcareershub.com