Job Summary
The role involves assessing client requirements in order to suggest customized insurance solutions, coupled with fostering and sustaining robust client relationships. The position emphasizes lead generation through networking and utilizing company resources, as well as providing clients with comprehensive information regarding policy options.
Responsibilities
- Identify and analyze the insurance needs of clients to propose suitable solutions.
- Develop and nurture long-term relationships with clients to ensure satisfaction and loyalty.
- Generate potential leads via networking activities and available company resources.
- Educate clients on various insurance policy options to aid in their decision-making.
Qualifications
- Possession or willingness to obtain an insurance license.
- Strong communication abilities to effectively convey information to clients.
- Self-motivated with a proactive approach to achieving goals.
- Basic computer skills necessary for effective management of client relationship management (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.
