Life and Health Insurance Agent Job at GIA Legacy Planning, Pleasanton, CA

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  • GIA Legacy Planning
  • Pleasanton, CA

Job Description

Company: GIA Legacy Planning 
Location: Remote Position/Work from Home 
Job Type: Uncapped Commission-Based | Full-Time | Part-Time

Here, we believe in more than just policies — we believe in building trust, relationships, and securing futures. We are committed to offering exceptional service and customized solutions to our clients, ensuring they are well-equipped for life's most important moments. Our team thrives on a sportsmanship mentality: we support one another, push each other to excel, and celebrate collective wins. If you’re ready to play at the top of your game in a dynamic industry, we want you on our team!

We are seeking a Licensed Life & Health Insurance Agent with a passion for helping others, exceptional sales ability, and a drive to win. The ideal candidate is someone who thrives in a team-oriented environment, supports colleagues, and actively works towards shared goals while maintaining a client-first mindset. This role will involve working closely with clients to identify their life and health insurance needs, educate them on their options, and craft personalized insurance plans to provide them with peace of mind for the future. You'll be supported by a team that believes in collaboration, accountability, and achieving results with integrity.

What We Offer:

** Work from Anywhere – With a laptop/iPad and an internet connection.
** High Commission & Residual Income – compensation with renewal commissions.
** Warm Leads System – No Cold Calling                                                                                   ** Training & Mentorship – Learn from top industry professionals.
** Automated & AI-Driven Tools – Cutting-edge technology to streamline your business.
** Flexible Schedule – Work full-time or part-time on your terms.

Your Responsibilities:

** Help clients find the best insurance policies to meet their needs.                                    ** Provide virtual consultations via phone or video conferencing.                                        ** Utilize our CRM and automation tools to manage leads efficiently.                                ** Stay up to date on industry trends and carrier products.                                                    ** Build long-term client relationships and provide excellent customer service.

What We’re Looking For:

** A self-motivated and coachable individual.
** Previous experience in sales or insurance encouraged to apply
** Ability to obtain an insurance license (if not already licensed).
** Strong communication and problem-solving skills.
** Tech-savvy and comfortable with online platforms.

Why Join Us?

At GIA Legacy Planning, we provide comprehensive training, innovative tools, and ongoing support to help you succeed. Whether you're a seasoned professional or new to the industry, we’ll help you build a thriving career in insurance—on your terms.

Job Tags

Full time, Part time, Remote work, Work from home, Flexible hours,

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