Job Description

Job Description

Job Description

GIA Legacy Planning is a welcoming, client-focused insurance agency where people come first—both our clients and our team. As our innovative business continues to grow, we’re excited to invite experienced professionals to join us. We take pride in offering personalized insurance solutions that protect the families and businesses we serve.

Our culture is rooted in integrity, mentorship, and meaningful opportunities for professional development. With a clear career track and plenty of room for growth, our team members can build long-term success while advancing into leadership roles. We also offer great incentives that reward hard work, dedication, and outstanding service.

We support each other, we love serving our community, and we’re passionate about making a positive difference together.

• Identify client needs and recommend tailored insurance solutions
• Develop and maintain strong client relationships
• Generate leads through networking, referrals, and company-provided resources
• Educate clients on available policies and coverage options
• Follow up with prospects to close sales and maintain customer satisfaction
• Stay informed about industry trends and product offerings
• Work independently while collaborating with a supportive team

• Competitive commission structure with potential for bonuses
• Flexible work-from-home schedule
• Comprehensive training and mentorship programs
• Access to top-rated insurance carriers and products
• Opportunities for career growth and leadership development
• Supportive team culture with ongoing coaching and professional development

• Insurance license (or willingness to obtain one – we provide guidance)
• Strong communication and interpersonal skills
• Self-motivated with a results-driven mindset
• Ability to work independently and manage time effectively
• Basic computer skills for CRM and client management

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