Job Summary
Build lasting relationships with clients by understanding their needs and recommending insurance solutions suited to their circumstances. This role combines client service, lead generation, education, and sales, with the flexibility to work independently using personal technical devices.
Responsibilities
- Identify client needs and match them with appropriate, tailored insurance options.
- Develop and maintain positive, trusted relationships with clients and prospects.
- Generate leads through networking and relationship-building activities.
- Educate prospective clients about insurance options and provide ongoing guidance to help move sales forward.
- Work independently and use personal technical devices to support day-to-day activities.
Qualifications
- Hold an insurance license or be willing to obtain one.
- Demonstrate strong communication and interpersonal abilities.
- Be self-motivated, comfortable working independently, and able to take initiative.
- Have access to and be prepared to use personal technical devices for work.
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.
