Job Summary
The role involves understanding client requirements to propose customized insurance solutions and fostering robust client relationships. The position also entails generating potential leads through networking and utilizing company resources, as well as guiding clients through available policy options to successfully close sales.
Responsibilities
- Assess client needs and recommend personalized insurance solutions.
- Build and maintain strong relationships with clients.
- Generate leads by networking and leveraging company resources.
- Educate clients on various policy options to facilitate sales closure.
Qualifications
- Candidates must currently hold or be willing to obtain an insurance license.
- Proficiency in communication and interpersonal skills.
- Must demonstrate a self-motivated and results-oriented approach.
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.
