As an Insurance Consultant, you will assess client requirements to suggest customized insurance options and create leads through networking and leveraging company resources. Your role includes educating clients about different policy alternatives and actively following up with prospects to finalize sales. Applicants should either hold an insurance license or be prepared to acquire one, along with demonstrating excellent communication capabilities. Familiarity with basic computing tools for managing client relationships and CRM systems is necessary.
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.
