Job Summary
The position requires an individual to assess client requirements in order to propose customized insurance options. The role involves lead generation through both networking opportunities and resources provided by the company. Additionally, maintaining robust client relationships is crucial, along with educating potential clients about various policy offerings and finalizing sales transactions.
Responsibilities
- Evaluate client needs to suggest appropriate insurance solutions.
- Generate leads by leveraging networking skills and company resources.
- Foster and maintain strong relationships with clients.
- Educate prospects on available policies and their benefits.
- Close sales transactions effectively.
Qualifications
- Possession of, or willingness to obtain, an insurance license.
- Basic computer proficiency for effective CRM management.
- Strong communication abilities to engage with clients effectively.
- Self-motivated and focused on achieving results.
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.
