As a key part of our team, you will assess client requirements to propose customized insurance solutions and develop leads through networking and available company resources. In addition, you will provide clients with information about various policy options and oversee the sales process to guarantee customer satisfaction. Applicants should either hold or be ready to obtain an insurance license. Essential skills include excellent communication, self-driven motivation, and basic computer skills for managing customer relationship management (CRM) tools.
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.
