Job Summary
The role involves understanding customer requirements to suggest customized mortgage protection life insurance options and providing insights into living benefits. A significant aspect of the position is to cultivate and sustain trustful relationships with clients while actively generating leads and pursuing potential customers to finalize sales.
Responsibilities
- Assess client needs to offer personalized mortgage protection life insurance solutions.
- Educate clients on the advantages of living benefits.
- Establish and maintain trust-based relationships with clients.
- Generate leads and effectively follow up with prospects.
- Close sales by successfully converting prospects into clients.
Qualifications
- Candidates must already have or be willing to obtain an active insurance license.
- Strong communication skills are essential for success in this role.
- A self-motivated attitude with a focus on results is required.
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.
