Job Summary
The role involves identifying client requirements to provide customized insurance solutions while fostering enduring client relationships. The successful candidate will generate potential leads through networking efforts and diligently follow up with prospects to secure sales.
Responsibilities
- Assess client needs to suggest personalized insurance options.
- Maintain and enhance relationships with clients to ensure satisfaction.
- Create new business opportunities through networking initiatives.
- Conduct follow-up communications with prospects to finalize sales.
Qualifications
- Candidates must have or be willing to obtain an insurance license.
- Excellent verbal and written communication skills are essential.
- Ability to work independently and manage time effectively.
- Basic proficiency in computer usage is required.
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.
