Job Summary
This role focuses on assessing clients’ insurance requirements and recommending personalized coverage options. It emphasizes developing strong relationships with clients and educating them about the various policy choices available. In addition to these responsibilities, the position includes staying updated on industry trends and product offerings.
Responsibilities
- Evaluate clients’ insurance needs and provide tailored recommendations.
- Develop and maintain strong client relationships.
- Inform clients about different policy options and their implications.
- Stay informed on industry developments and product innovations.
- Work autonomously while benefiting from team support.
- Assist in training and mentoring new agents.
- Progress into leadership roles as opportunities arise.
Qualifications
- Possession of a valid insurance license or willingness to acquire one with assistance.
- Excellent communication and interpersonal skills.
- Self-motivation and comfort in leading and collaborating with colleagues.
- Ability to manage time efficiently and independently.
- Familiarity with basic CRM tools.
- Proficient in team building and team dynamics.
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.
