Job Summary
The Insurance Agent plays a crucial role in understanding client requirements to propose customized insurance solutions. This position involves networking and leveraging referrals to generate leads, as well as educating clients about various insurance policies, closing sales effectively, and fostering robust relationships with customers.
Responsibilities
- Identify and assess client needs to provide tailored insurance recommendations.
- Generate leads through networking activities and referrals.
- Educate clients on different insurance policies and their benefits.
- Close sales by effectively addressing client inquiries and concerns.
- Maintain and strengthen customer relationships to encourage repeat business.
Qualifications
- Possession of or willingness to obtain an insurance license.
- Strong communication skills to effectively interact with clients.
- Self-motivated with a proactive approach to sales and client engagement.
- Basic proficiency in computer usage 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.
