Legacy Planning
1 - 10 employees
👥 B2C
B2C
<Legacy Planning> is a concierge legacy- and estate-planning service that helps families, executors/trustees, and small business owners create and maintain a secure, organized “Digital Binder” containing wills, trusts, documents, account information, instructions, and a narrative about the client's affairs. The company builds and updates the digital record using secure online software, trains designated loved ones and executors on how to use the plan, and offers business succession guidance to ease transitions after death or incapacity. Legacy Planning focuses on reducing stress for survivors by centralizing documents, contact/notification information, financial and insurance details, and practical instructions for executors and caregivers.
Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist
Job not on LinkedIn
🕒 April 29
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Legacy Planning
1 - 10 employees
👥 B2C
B2C
<Legacy Planning> is a concierge legacy- and estate-planning service that helps families, executors/trustees, and small business owners create and maintain a secure, organized “Digital Binder” containing wills, trusts, documents, account information, instructions, and a narrative about the client's affairs. The company builds and updates the digital record using secure online software, trains designated loved ones and executors on how to use the plan, and offers business succession guidance to ease transitions after death or incapacity. Legacy Planning focuses on reducing stress for survivors by centralizing documents, contact/notification information, financial and insurance details, and practical instructions for executors and caregivers.
📋 Description
• Help families build wealth through Infinite Banking strategies • Provide financial consultations and trainings to clients • Eliminate debt and build savings for clients • Collaborate with a team in a remote environment
🎯 Requirements
• Hold a current life insurance license (REQUIRED) • Want to learn advanced strategies (IULs, infinite banking, tax-free planning) • Are driven to educate clients, not just sell to them • Are coachable and committed to growth • Want to work with a supportive, faith- and family-based team
🏖️ Benefits
• 1-on-1 Mentorship from Certified Infinite Banking Advisors • Step-by-step training on IULs, whole life design, and family banking strategies • Hands-on experience helping clients eliminate debt, build savings, and grow legacy wealth • 100% Remote with flexible hours • Commission-based pay with top-tier comp structure
Apply NowSimilar Jobs
🕒 April 29
Join Qualfon's team as a Customer Service Representative, assisting with insurance inquiries while working remotely. Enjoy paid training and growth in a stable insurance career.
🕒 April 28
State Manager shaping insurance products for multiple states at General Motors Insurance. Leading transformation in auto insurance leveraging data and regulatory knowledge.
🕒 April 28
Crop Adjuster conducting field inspections for ProAg's crop insurance claims while working from home in Washington. Requires up to 75% travel for fieldwork.
🕒 April 28
Licensed Life Insurance Consultant assisting clients with life insurance options while working remotely. Inbound sales role with no cold calling and supportive team environment.
🕒 April 25
Insurance Eligibility & Follow-Up Specialist verifying insurance eligibility and following up on claims for healthcare provider. Working in a remote environment and ensuring timely reimbursement.
🇺🇸 United States – Remote
💵 $18 - $20 / hour
💰 Private Equity Round - Getix on 2015-01
⏰ Full Time
🟢 Junior
🟡 Mid-level
🔒 Insurance
🚫👨🎓 No degree required
