Job Summary
The primary function of this role is to assess client requirements in order to propose customized insurance solutions. Additionally, you will be tasked with lead generation through networking and utilizing available company resources. Educating clients about various policy options and nurturing robust relationships to promote customer satisfaction are also key aspects of the position.
Responsibilities
- Evaluate client needs to provide personalized insurance recommendations.
- Generate leads through effective networking and leveraging company resources.
- Educate clients regarding policy options available to them.
- Foster and maintain strong relationships to enhance customer satisfaction.
Qualifications
- Strong communication abilities are essential.
- Must exhibit a self-motivated and results-oriented attitude.
- Experience in sales or customer service is advantageous.
- Willingness to pursue an insurance license is mandatory.
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.
