Job Summary
The primary objective of this role is to assess client requirements and propose personalized insurance solutions, while cultivating and sustaining robust client relationships. The position also emphasizes the importance of generating leads through networking initiatives and company resources, as well as educating clients on various policy choices available to them.
Responsibilities
- Identify client needs to recommend appropriate insurance products.
- Develop and nurture strong relationships with clients.
- Generate leads through networking and utilizing company resources.
- Educate clients regarding different policy options and coverage details.
Qualifications
- Possession of or willingness to acquire an insurance license.
- Strong communication skills to effectively interact with clients.
- Self-motivated individual with a proactive attitude towards sales.
- Basic computer skills, particularly in Customer Relationship Management (CRM) systems.
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.
