Job Summary
The primary function of this role is to evaluate the requirements of clients and propose appropriate life insurance policies. This position emphasizes the importance of fostering and sustaining robust client relationships, generating new leads, and providing education to prospective clients regarding various coverage options. Additionally, the successful candidate will be responsible for effectively following up on leads to secure sales while remaining informed about current industry trends and products.
Responsibilities
- Assess client needs to recommend appropriate life insurance solutions.
- Build and maintain strong relationships with clients.
- Generate leads and educate potential clients on coverage options available.
- Follow up on leads to facilitate successful sales closures.
- Stay updated on industry trends and various insurance products.
Qualifications
- Must possess an insurance license or be willing to obtain one.
- Strong communication and interpersonal skills are essential.
- Demonstrated self-motivation and results-oriented work habits.
- Able to work independently and effectively manage time.
- Basic computer proficiency for CRM and client management activities.
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.
