Insurance Agent – High Level Strategy

Legacy Planning

Insurance agents identifying client needs and recommending tailored solutions. Focusing on developing client relationships and supporting professional growth within GIA Legacy Planning.

Posted 5/29/2026full-timeRemote • Ohio • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

Competitive commission structure with potential for bonuses
Flexible work schedule (remote position)
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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

strong communication skillsinterpersonal skillsself-motivatedresults-driven mindsetability to work independentlytime management

Certifications

insurance license