Job Summary
The role involves understanding client requirements to propose customized insurance solutions, while also fostering robust relationships through effective lead generation. The candidate will be responsible for guiding clients through various policy options and overseeing the sales journey from initial contact to finalization.
Responsibilities
- Identify and assess clients’ insurance needs to suggest personalized solutions.
- Generate leads to establish and maintain client relationships.
- Educate clients about different insurance policy options available to them.
- Manage the sales process comprehensively, from prospecting to closing deals.
Qualifications
- A valid insurance license is required or candidates must be willing to obtain one.
- Strong communication skills to interact effectively with clients.
- Self-motivated with a proactive approach to sales and client engagement.
- Basic computer skills necessary for managing client information and documentation.
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.
