Job Summary
The role involves understanding client requirements to propose customized insurance offerings and creating leads by way of networking and referrals. Building and sustaining robust client relationships is essential, alongside informing potential clients about policies and successfully finalizing sales.
Responsibilities
- Assess client needs to advise on personalized insurance solutions.
- Generate leads by leveraging networking opportunities and referrals.
- Foster and maintain strong relationships with clients.
- Educate potential customers about various policies.
- Close sales effectively to meet company targets.
Qualifications
- A current insurance license, or a willingness to obtain one.
- Exceptional communication abilities.
- A self-driven attitude focused on achieving results.
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.
