Job Summary
The position focuses on understanding client requirements and proposing customized insurance options, all while fostering and sustaining robust client relationships. This role also involves lead generation through networking and referrals, alongside educating clients about various policy choices to successfully finalize sales.
Responsibilities
- Assess client needs and suggest personalized insurance policies.
- Build and nurture strong relationships with clients.
- Generate new business leads via networking and referrals.
- Educate clients on different insurance policy options.
- Close sales effectively to meet business objectives.
Qualifications
- Possession of, or willingness to obtain, an insurance license.
- Demonstrated strong communication skills.
- Self-motivated approach to work.
- Basic proficiency in computer skills for 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.
