Job Summary
The Insurance Agent helps clients find insurance coverage suited to their needs while building a strong pipeline of potential customers. Through trusted relationships, clear guidance, and consistent follow-up, the agent explains available options and supports prospects through the sales process.
Responsibilities
- Learn about each client’s needs and recommend appropriate insurance solutions.
- Generate leads through networking and by using resources provided by the company.
- Build and maintain positive, lasting relationships with clients and prospective customers.
- Explain coverage options so prospects can make informed decisions.
- Follow up with prospects and work toward successfully closing sales.
- Use basic computer tools to manage customer information and activities in a CRM system.
Qualifications
- Hold an insurance license or be willing to obtain one.
- Bring strong communication and interpersonal abilities.
- Be self-motivated, results-focused, and comfortable pursuing sales goals.
- Have basic computer proficiency, including the ability to work with CRM software.
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.
