Job Summary
The role involves assessing client requirements to suggest customized insurance strategies while fostering and sustaining robust client relationships. Additionally, the position emphasizes lead generation through networking activities and utilizing company resources, accompanied by a commitment to inform clients about various policy options.
Responsibilities
- Identify and assess client needs to provide tailored insurance recommendations.
- Build and maintain strong, lasting relationships with clients.
- Generate leads through networking opportunities and corporate resources.
- Educate clients regarding different insurance policy options.
Qualifications
- Possession of, or willingness to obtain, an insurance license.
- Excellent communication skills.
- Strong self-motivation and initiative.
- Basic computer skills for CRM system management.
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.
