Legacy Planning Specialist

Benefits

• Flexible schedule
• Broker training program
• Professional development assistance
• Referral program

Full Job Description
Take control of your income and your schedule. As an independent Legacy Planning Specialist, you’ll have the freedom to write your own schedule while helping individuals and families protect their financial future.

We are seeking motivated individuals who are willing to obtain their State Insurance License and are passionate about providing financial education through life insurance solutions.

This is a commission-only position (no base salary or hourly pay) with uncapped earning potential. Agents earn competitive first-year commissions, lifetime renewals, and have access to performance-based bonuses. With consistency and support, you can build a substantial long-term income stream.

Why This Opportunity?
Our mission is to expand financial literacy and provide access to life insurance solutions in underserved communities. You’ll have the opportunity to make a meaningful impact while building a part-time or full-time income on your terms.

What You’ll Receive

• High Commissions: Competitive first-year payouts and lifetime renewals
• Ownership: Full ownership of your book of business
• Marketing Support: Proven systems to help generate and maintain leads
• Training & Mentorship: Ongoing support from experienced sales, marketing, and compliance professionals
• Technology: Industry-leading platform to work from anywhere

Who We’re Looking For

• Willing to obtain a State Insurance License
• Comfortable working in a commission-only environment
• Self-motivated, goal-oriented, and disciplined
• Strong communication and interpersonal skills
• Professional, ethical, and client-focused
• Able to manage a flexible schedule
• Thrives in an independent contractor (1099) role

Compensation

• Commission-based income with potential bonuses
• Potential earnings range: $1,000 – $100,000+ annually (based on performance)

Job Type

• Contract (1099)
• Full-time or Part-time

Schedule

• 10–60 hours per week
• Flexible hours

License/Certification

• Must be willing to obtain State Insurance License (required)

Work Location

• In person / field-based with remote flexibility

Join us in helping individuals secure their legacies! We value energetic professionals who are passionate about making a lasting difference through strategic estate planning. This role offers a rewarding environment where your expertise directly impacts clients’ futures while supporting your professional growth.

Pay: $1,000.00 - $100,000.00 per year

Benefits:

• Flexible schedule
• Professional development assistance
• Referral program

Work Location: In person