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