The specialist’s role involves recognizing the unique needs of clients to propose customized mortgage protection options and providing education on life insurance plans that offer living benefits. Additionally, they will need to generate leads, cultivate trustful relationships, and engage with prospects to finalize sales. Applicants should possess a current insurance license or be open to obtaining one with assistance. Essential qualifications include excellent communication abilities, a self-driven attitude, and fundamental computer skills for managing customer relationship management (CRM) systems.
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.
