Job Summary
This position entails recognizing the requirements of clients in order to suggest customized insurance solutions, alongside fostering and sustaining robust client relationships. The role also involves lead generation through networking and utilizing company resources, while guiding clients on various policy alternatives to successfully finalize sales.
Responsibilities
- Assess client needs to propose personalized insurance options.
- Build and maintain strong relationships with clients.
- Generate new leads via networking and company resources.
- Educate clients on different policy choices available.
- Close sales effectively based on client needs and feedback.
Qualifications
- Must either hold or be willing to obtain an insurance license.
- Strong communication abilities, coupled with excellent interpersonal skills.
- Must possess a self-motivated and results-oriented attitude.
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.
