The specialist will assess client requirements to suggest customized mortgage protection options and provide education on life insurance policies that include living benefits. This role involves lead generation, fostering client relationships, and finalizing sales. Applicants should possess a valid insurance license or be ready to acquire one with support from the company. Key qualifications include excellent communication abilities, a self-driven attitude, and fundamental computer skills.
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.
