Job Summary
The role involves understanding clients’ requirements to suggest customized insurance solutions while overseeing the entire sales process, from generating leads to finalizing sales. The position also emphasizes the importance of nurturing robust client relationships and keeping abreast of the latest developments in the insurance industry and product offerings.
Responsibilities
- Analyze client needs to provide suitable insurance recommendations.
- Manage the complete sales cycle, from prospecting leads to closing sales.
- Build and maintain strong relationships with clients.
- Stay informed of current industry trends and available products.
Qualifications
- Possession or willingness to obtain a life insurance license.
- Exceptional communication skills.
- Self-motivated and driven to succeed.
- Basic computer skills for effective CRM management.
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.
