Job Summary
The role involves evaluating clients’ needs and suggesting appropriate life and health insurance options while fostering robust client relationships. The professional will generate leads, provide educational insights on coverage choices, finalize sales, and remain updated on product offerings and industry developments.
Responsibilities
- Assess client needs for life and health insurance.
- Recommend suitable insurance policies to meet those needs.
- Establish and nurture strong relationships with clients.
- Generate and pursue leads to enhance sales opportunities.
- Educate potential clients on various coverage alternatives.
- Close sales effectively while maintaining customer satisfaction.
- Stay informed about the latest industry trends and product innovations.
Qualifications
- Possession of an insurance license or a commitment to acquire one.
- Strong communication and interpersonal abilities.
- Self-motivated and driven by results.
- Ability to work independently and manage time efficiently.
- Basic computer skills and access to a suitable device for business operations.
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.
