Job Summary
The specialist plays a crucial role in understanding clients’ requirements to suggest suitable mortgage protection solutions and provide insights on life insurance policies that include living benefits. This position is focused on both client engagement and sales effectiveness.
Responsibilities
- Assess client needs to offer tailored mortgage protection solutions.
- Educate clients about life insurance policies that feature living benefits.
- Generate new leads and maintain robust relationships with existing clients.
- Conduct follow-ups with potential clients to facilitate sales closures.
Qualifications
- Possession of an active insurance license or willingness to obtain one with assistance from the company.
- Exceptional communication skills to effectively engage clients.
- Self-motivated with a proactive approach to sales and client management.
- Basic proficiency in computer skills for managing a CRM system.
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.
