Job Summary
The role focuses on understanding client needs and proposing customized insurance options, while fostering robust relationships with clients. The position entails independent work as well as teamwork, including the mentoring of prospective agents.
Responsibilities
- Assess client requirements and suggest appropriate insurance solutions.
- Build and maintain strong relationships with clients.
- Work both independently and collaboratively with a team.
- Support in the training and mentoring of new agents.
Qualifications
- Possession of or willingness to acquire an insurance license.
- Excellent communication abilities.
- A self-driven and results-oriented mindset.
- Capability to work autonomously.
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.


