Job description
**Job Title: Insurance Advisor**
As an Insurance Advisor, your primary responsibility will be to assess client requirements in order to suggest customized insurance plans, all while fostering and nurturing solid client relationships. You will be tasked with generating new leads using networking strategies and company resources, in addition to providing clients with information about different policy options available to them. Candidates are expected to either hold an insurance license or be prepared to obtain one. Essential qualifications include excellent communication abilities, self-driven motivation, and fundamental computer skills for managing customer relationship management (CRM) systems.
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.


