Job Summary
The role involves assessing client requirements and suggesting customized insurance options while fostering and sustaining robust client relationships. You will be responsible for generating leads through networking efforts and providing clients with insightful information about available insurance policies to facilitate sales closures.
Responsibilities
- Evaluate client needs and propose appropriate insurance solutions.
- Develop and nurture strong relationships with clients.
- Generate leads through various networking strategies.
- Educate clients on different insurance policies and offerings.
- Close sales by effectively communicating policy details.
Qualifications
- Possession of or willingness to obtain an insurance license.
- Strong communication skills essential for client interaction.
- Self-motivated with a proactive approach to sales.
- Basic proficiency in computer skills for managing 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.
