Job Summary
The primary function of this role is to assess client requirements and propose customized insurance solutions, while also fostering robust relationships with clients. The position involves lead generation through networking and leveraging company-provided resources, in addition to educating clients about various coverage options available to them.
Responsibilities
- Identify the unique needs of clients and recommend personalized insurance options.
- Establish and nurture strong relationships with clients to enhance customer satisfaction.
- Generate new business leads through networking and company resources.
- Provide education to clients regarding available insurance coverages and their benefits.
Qualifications
- Possession of, or willingness to obtain, an insurance license.
- Exhibit strong communication and interpersonal abilities.
- Demonstrate a self-driven and results-oriented approach.
- Ability to work independently while managing time effectively.
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.
