Job description
**Job Title: Insurance Advisor**
As an Insurance Advisor, your primary responsibility will be to assess client requirements and propose customized insurance solutions, ensuring the cultivation and strengthening of solid client relationships. You will be tasked with generating leads by leveraging networking opportunities and utilizing available company resources, as well as guiding clients through the various policy options to facilitate successful sales closures. Candidates are expected to have or be prepared to acquire an insurance license. Essential skills for this role include excellent communication abilities, a proactive attitude, and a fundamental understanding of computer systems for effective CRM management.
GIA Legacy Planning provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
