The agent plays a crucial role in understanding client requirements to suggest customized insurance options and is tasked with generating leads through both networking and available company resources. Additionally, they are responsible for informing clients about insurance policies, finalizing sales, and nurturing robust, long-term relationships with clients. Applicants should have or be prepared to acquire an insurance license and exhibit excellent communication and interpersonal abilities. A proactive, goal-oriented approach and fundamental computer skills for managing CRM systems are essential as well.
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.
