Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist

Join GIA Legacy Planning as a Licensed Insurance Agent in Kirby, Texas, and build a rewarding career protecting families and businesses while advancing toward expertise in infinite banking and wealth strategy. This full-time, commission-based position offers structured mentorship from experienced specialists as you grow your insurance practice and client base.

About the Role

GIA Legacy Planning seeks licensed insurance professionals ready to expand their expertise beyond traditional coverage into sophisticated wealth-building strategies. You'll work in a client-first environment where relationship-building and personalized solutions drive both client satisfaction and your earning potential. This role combines immediate commission-based income with a deliberate mentorship track designed to position you as an infinite banking specialist—a growing niche in financial planning that helps families and business owners optimize cash flow, asset protection, and generational wealth transfer.

What You'll Do

• Conduct needs assessments with clients to identify insurance and wealth-strategy opportunities
• Design and present customized life insurance and financial products tailored to family and business situations
• Build and nurture a growing client base through relationship management and professional referrals
• Manage policies, renewals, and ongoing client service to ensure satisfaction and retention
• Partner with senior agents and mentors to deepen knowledge of infinite banking concepts and wealth strategy implementation
• Document client interactions and maintain detailed records in compliance with regulatory requirements

What We're Looking For

• Valid insurance license (life, health, or property and casualty; willingness to obtain additional licenses is a plus)
• Proven ability to build client relationships and close sales in insurance or financial services
• Strong communication skills and genuine interest in understanding client goals
• Entrepreneurial mindset with comfort in commission-based earning models
• Coachability and desire to master advanced wealth-strategy concepts like infinite banking
• Reliable, ethical professional who represents our client-first values

About GIA Legacy Planning

GIA Legacy Planning is a growing insurance agency serving the Kirby and San Antonio area. We pride ourselves on a culture where team members matter as much as clients do. Our focus on personalized solutions—rather than generic products—attracts clients seeking depth and expertise. We invest in our team's development because we know it directly benefits the families and business owners we serve.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.