Gill Legacy Planning · 1 day ago
Financial Services Consultant
United States
Full-time
Remote
New Grad, Entry LevelGill Legacy Planning is an independent financial brokerage focused on integrity, education, and empowerment. They are seeking motivated Financial Services Agents to help clients achieve their financial goals through customized solutions and to build their own client portfolio with support from the company.
Insurance
Responsibilities
Help clients identify and achieve their financial goals through customized solutions
Provide education on insurance protection, wealth accumulation, retirement planning, and legacy strategies
Build and manage your own client portfolio with ongoing support from our team
Partner with leading carriers to deliver top-tier financial products
Continue your professional growth through training and mentorship opportunities
Qualification
Required
Driven, self-motivated, and entrepreneurial mindset
Strong relationship-building and communication skills
Life and Health license (or willingness to obtain)
Desire to make a positive financial impact in people's lives
Preferred
Background in sales, finance, or insurance
Benefits
Full independence: You run your business, your way—no quotas, no territories
High-quality training: Access to professional development, product education, and business coaching
Strong support system: Marketing resources, back-office help, and mentorship from experienced advisors
Unlimited earning potential: Commission-based structure with strong residual income opportunities
Flexible schedule: Work remotely and manage your own time
Company
Gill Legacy Planning
Retirement planning through insurance products
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase