Job Summary
The role involves understanding client requirements and providing customized insurance solutions, as well as generating potential leads through networking and referrals. The position emphasizes the importance of educating clients about their policy options and nurturing strong client relationships to promote satisfaction.
Responsibilities
- Identify and assess client insurance needs.
- Recommend personalized insurance solutions to clients.
- Generate leads through professional networking and referrals.
- Educate clients on various policy options available to them.
- Maintain positive relationships with clients to ensure their satisfaction.
Qualifications
- Possession of or willingness to obtain an insurance license.
- Strong communication skills for effective client interactions.
- Proficiency in basic computer tasks.
- Ability to work independently and manage time 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.
