Job Summary
The primary role involves engaging with clients to evaluate their insurance requirements and propose appropriate coverage alternatives. This position encompasses the complete sales process, from the first stage of prospecting to the finalization of sales, along with delivering continuous support for policies.
Responsibilities
- Consult with clients to understand their insurance needs.
- Recommend suitable insurance coverage options based on assessments.
- Manage the entire sales process, starting from initial outreach to closing deals.
- Provide ongoing support and assistance for existing policies.
Qualifications
- Must possess a valid Life and/or Health Insurance license.
- Demonstrated strong communication skills.
- Able to work independently, particularly in a remote 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.
