Job Summary
The role involves assessing client requirements to propose customized mortgage protection life insurance options and informing clients about the associated living benefits. A significant part of the job focuses on establishing and nurturing trust-based relationships, generating leads, and effectively following up with potential clients to achieve sales closures.
Responsibilities
- Identify client needs to suggest appropriate life insurance solutions.
- Educate clients about living benefits associated with mortgage protection insurance.
- Build and maintain relationships grounded in trust with clients.
- Generate leads and manage follow-ups with prospects to secure sales.
Qualifications
- Must possess an active insurance license or be willing to obtain one with assistance.
- Strong communication skills are crucial for client engagement.
- Self-motivation and a results-oriented approach are essential attributes.
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.
