Job Summary
We are seeking a dedicated professional to engage with clients in order to evaluate their insurance requirements and suggest appropriate coverage alternatives. This position involves overseeing the complete sales process, from the initial stage of seeking new prospects to finalizing agreements, along with offering continuous support for the insurance policies.
Responsibilities
- Consult with clients to identify their insurance needs and provide tailored coverage recommendations.
- Manage the entire sales process from initial prospecting to closing sales.
- Provide ongoing support for clients regarding their policies.
Qualifications
- Must possess an active Life and/or Health Insurance license.
- Excellent communication skills are essential for effective client interaction.
- Ability to work independently, especially in a remote working setting.
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.


