Job Summary
This position is centered around evaluating the needs of clients and offering customized mortgage protection life insurance solutions. The role entails a thorough explanation of policies that include living benefits for scenarios such as disability, critical illness, or long-term chronic conditions.
Responsibilities
- Assess client requirements to provide tailored insurance recommendations.
- Explain detailed policy options to clients, highlighting living benefits.
- Generate leads and conduct follow-ups to nurture potential client relationships.
- Build and maintain trust with clients to facilitate the closing of sales.
- Stay updated on the latest insurance products and carrier offerings.
Qualifications
- Candidates must possess an active insurance license or be willing to obtain one.
- Strong communication and interpersonal skills are essential for success in this role.
- Self-motivated with a goal-oriented mindset.
- Ability to work independently and manage personal schedules effectively.
- Basic computer skills and access to a device for conducting business are 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.
