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Legacy Planning

About Legacy Planning

Legacy Planning offers a concierge legacy and estate planning service, assisting families and small business owners in creating secure 'Digital Binders' containing essential documents and information. They focus on stress reduction for survivors by centralizing vital details.

Current Openings

19 Job Openings Found at Legacy Planning

Licensed Insurance Agent

Licensed Insurance Agent

Legacy Planning

Seeking a Licensed Insurance Agent to provide remote guidance on life insurance products. Consult, educate, and manage client relationships to ensure financial security.

Market Insurance Agent – High Level Strategy

Market Insurance Agent – High Level Strategy

Legacy Planning

Insurance Agent specializing in customized insurance solutions for families and businesses. Develop client relationships and stay informed about industry trends.

Life Insurance Producer – Bilingual, English/Spanish

Life Insurance Producer – Bilingual, English/Spanish

Legacy Planning

Seeking a bilingual Life Insurance Producer to provide tailored insurance solutions, build client relationships, educate on policies, and stay updated on industry trends.

Independent Sales Agent

Independent Sales Agent

Legacy Planning

Join Legacy Planning as an Independent Sales Agent offering personalized insurance solutions remotely. Build client relationships, generate leads, and recommend options.

Insurance Sales Representative

Insurance Sales Representative

Legacy Planning

Seeking an Insurance Sales Representative to provide tailored insurance solutions remotely. Build client relationships and generate leads with potential for uncapped commission.

Licensed Life & Health Insurance Agent

Licensed Life & Health Insurance Agent

Legacy Planning

Join GIA Legacy Planning as an Insurance Agent, crafting personalized solutions for clients. Drive growth through networking, education, and supportive teamwork.

Insurance Agent – Advanced Market Strategy

Insurance Agent – Advanced Market Strategy

Legacy Planning

Join GIA Legacy Planning as an Advanced Market Insurance Agent. Focus on personalized insurance solutions and build client relationships in a fully remote environment.

Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist

Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist

Legacy Planning

Licensed Insurance Agent specializing in Infinite Banking strategies. Helping families build wealth through tax-free strategies. Mentorship available.

Life Insurance Producer, Bilingual

Life Insurance Producer, Bilingual

Legacy Planning

Seeking a Bilingual Life Insurance Producer to connect with clients, assess their needs, and offer suitable insurance solutions. Build a successful business through mentorship and training.

Insurance Agent – High Level Strategy

Insurance Agent – High Level Strategy

Legacy Planning

Join Legacy Planning as an Insurance Agent! Help clients secure futures with personalized insurance. Build relationships, generate leads, and educate on policies.

Life Insurance Agent — Spanish-speaking

Life Insurance Agent — Spanish-speaking

Legacy Planning

Life Insurance Agent serving bilingual communities in Florida, providing insurance options and support to meet client needs in health and budget.

Life Insurance Agent

Life Insurance Agent

Legacy Planning

Independent Life Insurance Agent offering tailored insurance solutions to Florida's Latin and Haitian communities. Seeks to expand impact and revenue with flexibility.

Independent Life Insurance Agent

Independent Life Insurance Agent

Legacy Planning

Seeking an Independent Life Insurance Agent to help clients with insurance needs, manage sales cycles, and enjoy flexible work hours with uncapped commission.

Life Insurance Agent – Flexible Hours

Life Insurance Agent – Flexible Hours

Legacy Planning

Remote Life Insurance Agent offering customized financial security solutions to families & individuals. Enjoy flexible hours & uncapped commission. Join us!

Sales Agent

Sales Agent

Legacy Planning

Join GIA Legacy Planning as a Sales Agent! Connect clients with insurance, build relationships, and drive sales. Enjoy a supportive team in a flexible, remote role.