Job Summary
The Producer is tasked with understanding client requirements to deliver tailored insurance and financial protection solutions, which encompass retirement planning and estate management. This role centers around establishing a client portfolio via networking and fostering enduring client relationships, while also engaging in continuous professional growth.
Responsibilities
- Assess client needs to offer customized insurance and financial solutions.
- Engage in networking to build and expand a client base.
- Develop and sustain long-term relationships with clients.
- Participate in ongoing training and professional development activities.
Qualifications
- Active Life & Health insurance license is required.
- Strong communication and interpersonal skills are essential.
- A coachable and self-driven approach is necessary.
- Ability to effectively manage a remote work 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.
