Job Summary
The primary role involves assessing client requirements to suggest tailored insurance options, while fostering robust professional connections. This position emphasizes lead generation through networking and informing potential clients about different insurance coverage alternatives to finalize sales successfully.
Responsibilities
- Evaluate client needs to propose customized insurance solutions.
- Build and sustain strong professional relationships with clients.
- Generate sales leads through networking efforts.
- Educate potential clients regarding various insurance options.
- Close sales effectively by addressing client concerns and inquiries.
Qualifications
- Must possess or be willing to obtain an insurance license.
- Demonstrated strong communication and interpersonal skills.
- Self-motivated with a focus on achieving results.
- Basic computer skills for managing customer relationship management (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.
