Job Summary
We are looking for a dedicated individual to identify client requirements and suggest customized insurance solutions while fostering and sustaining robust client relationships. This role focuses on generating leads via networking and available company resources, alongside educating clients about the various policies and coverage options that suit their needs.
Responsibilities
- Assess client needs to recommend personalized insurance solutions.
- Build and maintain strong relationships with clients.
- Generate leads through effective networking and utilization of company resources.
- Educate clients on the different insurance policies and coverage options.
Qualifications
- Candidates must have or be willing to obtain an insurance license.
- Strong communication abilities are essential.
- A self-motivated approach is necessary for success in this role.
- Basic computer skills for managing a CRM system are required.
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.
