Job Summary
The primary function of this role is to evaluate client requirements and suggest appropriate insurance options while fostering robust relationships with clients. It involves lead generation and follow-up, educating clients about their coverage options, and keeping up-to-date with the latest industry developments and products.
Responsibilities
- Assess client needs and suggest appropriate insurance policies.
- Develop and sustain strong client relationships.
- Generate and follow up on potential leads.
- Educate clients regarding their insurance coverage options.
- Stay informed on current industry products and trends.
Qualifications
- Possession of an insurance license or willingness to acquire one.
- Strong communication and interpersonal abilities.
- Self-motivated with effective time management skills.
- Capacity to work independently.
- Basic computer proficiency, particularly related to CRM and client management systems.
GIA Legacy Planning provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
