Job Summary
Build trusted relationships with clients by understanding their needs and recommending insurance solutions that fit. This role combines client education, relationship development, and lead generation through networking and referrals. Candidates should hold an insurance license or be prepared to obtain one.
Responsibilities
- Learn about each client’s needs and recommend suitable insurance policies and coverage options.
- Develop and maintain strong, lasting relationships with clients.
- Educate clients about available policies and explain relevant coverage choices.
- Generate prospective client leads through networking and referrals.
- Use a CRM system and basic computer tools to manage client information.
Qualifications
- Possess an insurance license or be willing to obtain one.
- Demonstrate strong communication skills when engaging with clients.
- Bring a self-motivated approach to building relationships and generating leads.
- Have basic computer proficiency, including the ability to use CRM software.
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.
