Job Summary
The primary role involves understanding client requirements and suggesting appropriate life insurance solutions while fostering and sustaining client relationships. The individual will also be responsible for generating new leads, providing prospects with information regarding coverage options, following up to finalize sales, and remaining knowledgeable about the latest insurance products and industry developments.
Responsibilities
- Identify and assess client needs for life insurance coverage.
- Recommend suitable insurance products to meet client requirements.
- Build and maintain strong client relationships.
- Generate leads and educate potential clients regarding various insurance options.
- Follow up with prospects to successfully close sales.
- Stay updated on insurance products and industry trends to enhance service delivery.
Qualifications
- Possession of an insurance license or willingness to obtain one, with support provided.
- Excellent communication and interpersonal skills.
- Self-motivated with the ability to work independently.
- Strong time management capabilities.
- Basic computer proficiency for Client Relationship Management (CRM) and client handling.
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.
