Job Summary
The role involves understanding client requirements to propose customized insurance options while actively generating leads through networking and utilizing company resources. Building and sustaining robust client relationships is essential, alongside teamwork to meet sales objectives.
Responsibilities
- Identify and evaluate client needs to suggest personalized insurance solutions.
- Generate leads through effective networking and company tools.
- Foster and maintain strong relationships with clients.
- Collaborate with a supportive team to meet and exceed sales targets.
Qualifications
- Candidates must either possess or be willing to acquire an insurance license.
- Essential to have strong communication abilities.
- A self-driven and motivated attitude is crucial.
- Basic proficiency in computer skills is required.
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.


