Job Summary
This role involves engaging with clients to evaluate their insurance requirements and propose appropriate coverage solutions. The position encompasses managing the entire sales process from the initial outreach to finalizing contracts, as well as nurturing ongoing relationships with clients.
Responsibilities
- Consult with clients to identify and understand their insurance needs.
- Recommend appropriate coverage options based on client assessments.
- Oversee the complete sales cycle, from prospecting to deal closure.
- Maintain and develop lasting client relationships post-sale.
Qualifications
- Possession of an active Life and/or Health Insurance license is required.
- Strong verbal and written communication skills are essential.
- Able to work effectively and independently in a remote work setting.
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.
