Job Summary
The primary objective of this role is to ascertain client requirements and propose customized insurance solutions, all while fostering and sustaining solid relationships with clients. This position involves generating leads by utilizing both networking opportunities and available company resources, in addition to educating clients on various policy options.
Responsibilities
- Assess client needs to recommend suitable insurance solutions.
- Build and maintain strong relationships with clients.
- Generate leads through effective networking and usage of company resources.
- Inform clients about different policy options and their benefits.
Qualifications
- Candidates must possess or be open to obtaining an insurance license.
- Excellent communication and interpersonal skills are essential.
- A self-motivated approach and a results-oriented mindset 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.
