Job Summary
The role involves understanding client requirements and proposing customized insurance options while actively seeking new business opportunities through networking and referrals. Building and maintaining robust relationships with clients is essential, along with providing education on various insurance policies to facilitate successful sales conversions.
Responsibilities
- Assess client needs and develop personalized insurance solutions.
- Generate leads through networking and referrals to expand the client base.
- Foster strong relationships with existing clients to ensure satisfaction and loyalty.
- Educate potential clients on available insurance policies and their benefits.
- Conclude sales effectively by addressing client inquiries and providing necessary information.
Qualifications
- Candidates must either hold or be willing to obtain an insurance license.
- Strong communication abilities to engage with clients and convey information clearly.
- Self-motivated and able to work independently towards achieving sales targets.
- Basic computer skills essential for managing CRM systems efficiently.
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.
