Job description
In this role, you will assess the needs of clients and propose customized insurance solutions, while also generating leads via networking and referrals. It’s essential to inform clients about different policy choices and foster solid relationships to facilitate sales closures. Applicants should currently hold, or be prepared to obtain, an insurance license. Excellent communication abilities, a proactive attitude, and fundamental computer skills are necessary for effective client data management.
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.
