GIA Legacy PlanningVerified Source
Remote

Insurance Agent, Life & Financial Protection

Remote · Boston, Massachusetts
Posted August 12, 2026
contract

Overview

You will own client acquisition and retention at GIA Legacy Planning, protecting families and businesses with tailored insurance products. You will work remotely, supported by virtual training and mentorship from a team focused on integrity and long-term growth. The role offers uncapped commission and a clear path to leadership, where you can build your own team. This is a contract position ideal for a self-driven professional ready to grow a career, not just fill a job.

What You'll Do7

  • 1Identify client needs and recommend tailored insurance solutions using CRM tools to track interactions and policy details.
  • 2Develop and maintain strong client relationships, ensuring ongoing policy reviews and proactive coverage adjustments.
  • 3Educate clients on policy options, coverage details, and financial protection benefits across top-rated insurance carriers.
  • 4Stay informed on industry trends and product offerings to provide accurate, up-to-date advice.
  • 5Work independently while collaborating with a supportive team, sharing best practices and market insights.
  • 6Assist in training and mentoring new agents as you grow into leadership, fostering a culture of accountability and excellence.
  • 7Build and lead your own team over time, driving performance through coaching and motivation.

Requirements7

  • 1Insurance license required, or willingness to obtain one with provided guidance.
  • 21+ years in sales or client-facing roles, demonstrating strong communication and interpersonal skills.
  • 3Self-motivated with a results-driven mindset, capable of managing own schedule and time effectively.
  • 4Understanding of financial products or a strong aptitude to learn, with a focus on protecting client interests.
  • 5Basic computer skills for CRM and client management, including data entry and reporting.
  • 6Ability to work independently and manage time effectively in a remote environment.
  • 7Leadership drive and interest in building and leading a team, with a focus on long-term career development.

Salary Insight

Salary not disclosed in listing

Location

Typeremote
LocationBoston, Massachusetts
This is a remote position

Required Skills

Insurance licenseStrong communicationInterpersonal skillsSelf-motivatedBasic computer skills
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