
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.
