Job Summary
The Insurance Consultant plays a vital role in engaging with clients to determine their insurance requirements and suggesting appropriate policy options. This position encompasses managing the entire sales process from the initial outreach to finalizing agreements, while also ensuring the establishment of long-term client relationships.
Responsibilities
- Engage with clients to evaluate their insurance needs.
- Recommend tailored insurance solutions based on client assessments.
- Oversee the complete sales process from prospecting to contract signing.
- Maintain and nurture ongoing relationships with clients.
Qualifications
- Possession of an active Life and/or Health Insurance license is mandatory.
- Strong proficiency in using personal technical devices.
- Excellent communication skills are essential for remote work.
- Ability to work independently in a virtual environment.
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.
