Job Summary
This role involves understanding client requirements to provide customized insurance solutions while generating new leads through professional networking and referrals. Educating clients about various policy options and fostering robust relationships are key to ensuring high levels of customer satisfaction.
Responsibilities
- Identify the insurance needs of clients and recommend appropriate solutions.
- Generate leads by networking and seeking referrals.
- Educate clients on various insurance policy options available to them.
- Maintain strong relationships with clients to enhance customer satisfaction.
Qualifications
- Must possess or show a willingness to obtain an insurance license.
- Excellent communication skills are essential.
- Self-motivated with a strong work ethic.
- Basic computer skills to manage customer relationship management (CRM) systems.
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.
