Job Summary
Build trusted client relationships by understanding individual insurance needs and recommending suitable coverage. This role combines client education and personalized solutions with proactive lead generation to support business growth. Candidates must already hold, or be willing to obtain, an insurance license.
Responsibilities
- Learn about clients’ needs, goals, and circumstances to identify appropriate insurance options.
- Recommend tailored policies and explain available coverage clearly so clients can make informed decisions.
- Develop and maintain strong, lasting relationships through attentive and effective communication.
- Generate prospective client leads through networking and the use of company-provided resources.
- Help clients understand policy choices and coverage features throughout the sales process.
Qualifications
- Possess an insurance license or be prepared to obtain one.
- Demonstrate strong communication and interpersonal abilities.
- Bring a self-motivated, results-focused approach to client service and lead development.
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.
