The specialist will assess client requirements to suggest customized mortgage protection options and provide families with insights on life insurance plans that include living benefits. Additionally, the role involves prospecting new leads, fostering relationships built on trust, and finalizing sales. Applicants should possess a valid insurance license or demonstrate a willingness to acquire one with the support of the company. 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.
