Job Summary
The primary objective of this position is to assess the needs of clients in order to provide customized insurance solutions. The role also involves generating leads via networking and utilizing company resources effectively. Furthermore, you will have the responsibility of guiding clients through various policy options and fostering robust relationships to successfully close sales.
Responsibilities
- Identify and analyze client needs for suitable insurance solutions.
- Generate leads through networking and effectively using company resources.
- Educate clients regarding different policy options available.
- Maintain and strengthen relationships with clients to facilitate successful sales closures.
Qualifications
- Must possess or be open to obtaining an insurance license.
- Basic computer proficiency for managing customer relationship management (CRM) systems.
- Exceptional communication skills are vital.
- A self-motivated, results-oriented approach is essential for achieving success in this role.
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.
