Job Summary
The primary role involves discerning client requirements to suggest customized insurance solutions while driving lead generation through professional networking and referrals. It is essential to forge and sustain impactful client relationships, providing education on insurance policies and effectively closing sales transactions.
Responsibilities
- Assess client needs to propose tailored insurance products.
- Generate new leads via networking and referrals.
- Foster and maintain strong relationships with clients.
- Educate potential clients about various insurance policies.
- Close sales and achieve set performance targets.
Qualifications
- Possession of, or willingness to obtain, an insurance license.
- Excellent communication abilities.
- Self-motivated with a focus 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.
