Skills
Insurance sales
Client relationship management
Market strategy
About the Role
GIA Legacy Planning is seeking an Advanced Market Insurance Agent to join our client-focused team. This role is built for serious professionals who want to combine high-level market strategy with a modern, data-driven workflow. You’ll work from home and have the flexibility to manage your schedule while supporting families and businesses with tailored insurance solutions.
Responsibilities
- Develop and execute advanced market strategies to identify opportunities and grow your book of business
- Use modern tools and platforms to streamline lead handling, follow-ups, and day-to-day organization
- Deliver consultative insurance guidance that aligns with client needs and long-term goals
- Maintain strong performance through consistent outreach, pipeline management, and time management
- Participate in mentorship and continuous professional development to strengthen your advisory skills
Requirements
- Active insurance licensing (or ability to obtain/maintain required state licensing)
- Proven success in insurance sales, underwriting coordination, or a related client-facing role
- Comfort using digital tools to manage leads, track activity, and improve conversion
- Strong communication skills and a professional, integrity-driven approach
- Self-motivation and the ability to manage your schedule while working remotely
Benefits
- 100% uncapped commission-based compensation
- Work-from-home flexibility
- Full-time or part-time options
- Mentorship, coaching, and ongoing professional growth
- Modern platforms designed to help you work efficiently and maximize your time
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