Job Summary
The primary purpose of this role is to assess client requirements and propose customized insurance products while fostering and nurturing robust client connections. This position also focuses on generating potential leads through various networking avenues and referrals, alongside providing clients with insights regarding the range of available policies and their corresponding coverage options.
Responsibilities
- Assess client needs and recommend appropriate insurance solutions.
- Build and maintain strong relationships with clients.
- Generate leads through networking opportunities and referrals.
- Educate clients on different insurance policies and coverage options.
Qualifications
- Candidates must either possess or be willing to pursue an insurance license.
- Strong communication skills are essential.
- A results-oriented mindset is required.
- The ability to work independently is crucial.
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.
