Job Summary
The primary role involves evaluating client requirements and suggesting appropriate insurance options, while simultaneously fostering and sustaining robust client relationships. The position requires generating leads, following up on potential clients, providing educational resources regarding coverage, and keeping abreast of the latest insurance products and industry advancements.
Responsibilities
- Assess client needs to recommend appropriate insurance policies.
- Build and maintain strong client relationships.
- Generate and follow up on leads to expand client base.
- Educate clients about various coverage options.
- Stay updated on insurance products and industry trends.
Qualifications
- Candidates must hold an insurance license or be prepared to obtain one, with support available.
- Strong communication skills are essential.
- Must be self-motivated and results-oriented.
- Ability to work independently and manage time effectively.
- Basic computer proficiency for CRM and client management 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.
