Skills
Insurance sales
Client relationship management
Lead generation
About the Role
GIA Legacy Planning is seeking an Advanced Market Insurance Agent to join our client-focused team. This is a performance-driven role in which you’ll use modern tools and a data-informed approach to help families and businesses find the right coverage. Work from home with the flexibility to shape your schedule while you grow your career through hands-on mentorship.
Responsibilities
- Prospect, qualify, and build relationships with new and existing clients
- Assess client needs and recommend appropriate insurance solutions
- Use agency platforms to organize leads, manage your workflow, and track outcomes
- Collaborate with internal support to streamline the application and onboarding process
- Maintain high standards of professionalism, integrity, and follow-through
Requirements
- Strong sales mindset with the ability to manage a full pipeline
- Comfort working in a fast-paced, data-driven environment
- Ability to work independently and stay organized while remote
- Relevant insurance experience preferred (advanced market experience is a plus)
- Valid insurance licensing or willingness to obtain required licensing
Benefits
- 100% uncapped commission-based compensation
- Remote work from home with schedule flexibility
- Modern platforms to help you streamline your workflow
- Ongoing professional development and mentorship
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