Job Summary
The Insurance Agent is tasked with understanding the specific requirements of clients and proposing customized insurance products to meet those needs. This role involves generating new business opportunities through networking and referrals while fostering positive relationships with existing clients. The agent will also play a key role in educating potential clients about various policy options and effectively closing sales.
Responsibilities
- Identify and assess client insurance needs.
- Recommend personalized insurance solutions to clients.
- Generate new leads through networking and client referrals.
- Maintain and nurture strong relationships with clients.
- Educate potential clients about different policy options available to them.
- Work diligently to close sales successfully.
Qualifications
- Possess or be willing to obtain an insurance license.
- Exhibit strong communication and interpersonal skills.
- Demonstrate a self-motivated and results-oriented attitude.
- Have basic computer skills for managing CRM systems.
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.
