Job Summary
The primary focus of this role is to assess client needs in order to propose customized insurance solutions. The position also involves generating leads through professional networking and referrals, with a strong emphasis on nurturing client relationships. Educating potential clients regarding various policy options is crucial to successfully closing sales. Candidates should be committed to obtaining the necessary insurance license if they do not already hold one.
Responsibilities
- Identify and evaluate the specific insurance needs of clients to offer personalized solutions.
- Generate new client leads through effective networking and referrals.
- Foster and maintain strong relationships with clients to encourage business retention and satisfaction.
- Educate prospects about different insurance policies to facilitate informed decision-making.
- Close sales effectively by addressing client queries and concerns.
Qualifications
- Possession of or willingness to acquire an insurance license.
- Excellent communication skills to convey insurance information clearly.
- Self-driven and 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.
