Job Summary
The primary focus of this role is to assess client requirements in order to propose customized mortgage protection insurance plans and inform clients about associated living benefits. A significant aspect of the position involves fostering and maintaining trust-based relationships with clients while generating new leads through networking as well as utilizing company resources.
Responsibilities
- Identify clients’ needs and recommend personalized mortgage protection insurance solutions.
- Educate clients about living benefits associated with the insurance products offered.
- Establish and nurture trust-based relationships with clients to ensure their comfort and confidence.
- Generate leads through effective networking strategies and leveraging company resources.
Qualifications
- Candidates must possess or be willing to acquire an active insurance license.
- Strong communication skills are essential for this role.
- A self-motivated, results-oriented mindset is necessary for success in this position.
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.
