Join Our Legacy Planning Team and Make a Lasting Impact

GIA Legacy Planning

San Antonio, Texas, United States · Posted Jul 11


Job description

Responsibilities: Identify client needs to recommend tailored life insurance solutions and build strong client relationships. Generate leads through networking and referrals while educating clients on policy options to close sales.

Requirements: Candidates must possess or be willing to obtain an insurance license and have strong communication skills. Must be self-motivated and own necessary technical devices including a laptop, iPad, and cell phone.

Key skills: Insurance Sales, Client Relationship Management, Lead Generation, Networking, Financial Planning, Communication, Interpersonal Skills, Time Management, Independent Work, Customer Satisfaction

Keywords: Life Insurance, Legacy Planning, Financial Security, Commission-Based, Lead Generation, Insurance License, Financial Confidence, Mortgage Protection, Income Protection, Final Expense Insurance

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