Job Summary
The role focuses on assessing client insurance requirements and proposing customized recommendations while fostering robust client relationships. The position also emphasizes educating clients regarding their policies and coverage options, ensuring that the individual remains updated on industry trends and products. The candidate is expected to work independently but will also collaborate with the team as needed.
Responsibilities
- Identify and evaluate clients’ insurance needs.
- Recommend tailored insurance solutions to clients.
- Educate clients about their insurance policies and coverage details.
- Maintain and strengthen relationships with clients.
- Stay updated on industry trends and product offerings.
- Work independently while collaborating with team members when necessary.
Qualifications
- Possession of an insurance license or willingness to acquire one with provided support.
- Strong communication and interpersonal abilities.
- Self-motivated and driven by results.
- Capability to work independently and manage time effectively.
- Basic computer skills for client relationship management and other tasks.
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.
