Job Summary
The role involves understanding client requirements and proposing customized insurance options, while also fostering and sustaining robust relationships with clients. It includes generating prospective clients through networking and referrals, along with informing clients about the policies and coverage that best suit their needs.
Responsibilities
- Assess client needs and offer personalized insurance recommendations.
- Build and maintain strong client relationships for continued engagement.
- Create leads through effective networking and client referrals.
- Educate clients regarding available insurance policies and their coverage options.
Qualifications
- Candidates must have or be prepared to obtain an insurance license.
- Strong communication skills are essential.
- Self-motivation and the capability to work independently are required.
- Basic computer proficiency is necessary for 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.
