- Identify client needs and recommend tailored insurance solutions
- Develop and maintain strong client relationships
- Generate leads through networking, referrals, and company-provided resources
GIA Legacy Planning
2 open remote positions
GIA Legacy Planning is a client-focused insurance agency specializing in personalized insurance solutions for families and businesses. The company fosters a culture rooted in integrity, mentorship, and continuous professional growth, with a supportive team environment.
Open Positions
- Consult with clients to assess insurance needs and recommend suitable coverage.
- Manage the full sales cycle from prospecting to closing deals.
- Maintain client relationships and provide ongoing policy support.