Skills
Insurance sales
Client relationship management
Lead pipeline management
About the Role
GIA Legacy Planning is seeking an Advanced Market Insurance Agent to join our client-focused team. This is a performance-driven opportunity in a modern, data-informed insurance environment where you can grow your book of business while working from home.
You’ll have access to contemporary platforms that help you organize your pipeline, streamline your workflow, and manage your time effectively—so you can focus on helping families and businesses protect what matters most.
Responsibilities
- Identify and pursue advanced market opportunities to meet client needs
- Build relationships and provide personalized insurance guidance
- Use modern tools and data to manage leads, follow-ups, and client communications
- Maintain accurate records and support a smooth client experience
- Continuously improve your sales process through coaching and mentorship
Requirements
- Proven ability to sell insurance and manage a pipeline
- Comfort working independently in a remote environment
- Strong communication and relationship-building skills
- Professional drive and commitment to ongoing improvement
- Relevant insurance licensing (as required for the role)
Benefits
- 100% uncapped commission-based compensation
- Work from home flexibility with control over your schedule
- Mentorship and continuous professional growth
- Modern platforms to support organization and efficiency
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