Job Summary
The role involves evaluating client requirements to suggest appropriate life insurance solutions, fostering and sustaining client relationships, and actively engaging in sales activities. The candidate will also need to generate new leads, provide valuable insights to prospective clients about insurance coverage, and successfully close sales while staying updated on industry developments and products.
Responsibilities
- Analyze client needs to propose suitable life insurance options.
- Build and maintain strong relationships with clients.
- Generate new client leads and conduct follow-ups.
- Educate potential clients on the benefits of various coverage options.
- Close sales effectively and efficiently.
- Keep informed about the latest trends and products in the insurance industry.
Qualifications
- Possession of a valid insurance license or a willingness to obtain one.
- Strong verbal and written communication skills.
- Excellent interpersonal abilities to build rapport with clients.
- Self-motivated with a results-oriented approach.
- Able to work independently and manage time effectively.
- Basic computer proficiency for managing CRM and client data.
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.
