Job Summary
This position entails working closely with clients to identify and evaluate their insurance requirements, offering tailored coverage suggestions, and clarifying various policy choices. The role includes overseeing the complete sales process from the initial outreach to finalizing deals, nurturing relationships with clients, supplying continuous support for their policies, and keeping abreast of the latest developments and products in the insurance sector.
Responsibilities
- Consult with clients to determine their insurance needs and recommend appropriate coverage.
- Explain different policy options clearly and effectively.
- Manage the complete sales cycle, including prospecting and closing sales.
- Maintain strong relationships with existing clients and provide ongoing support for their insurance policies.
- Stay informed about industry trends and insurance products to better serve clients.
Qualifications
- An active life and/or health insurance license is necessary.
- Demonstrated excellent communication and interpersonal skills.
- Self-motivated with the ability to work effectively in a remote environment.
- Capacity to work independently while managing client interactions and 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.
