Job Summary
This role focuses on evaluating client requirements and providing appropriate life and health insurance policy recommendations, while also informing clients about their coverage options. The position emphasizes relationship building and lead generation to secure sales success, alongside staying updated on industry trends and product knowledge.
Responsibilities
- Assess client needs to suggest relevant insurance policies.
- Educate clients on various coverage options available to them.
- Develop and maintain client relationships.
- Generate leads and follow up to successfully close sales.
- Stay knowledgeable regarding current insurance products and industry developments.
- Collaborate effectively with team members to enhance service delivery.
Qualifications
- Possession of an insurance license is essential or willing to obtain one.
- Demonstrated strong communication and interpersonal abilities.
- Self-motivated with excellent time management skills.
- Capability to work independently in a remote setting.
- Basic computer proficiency is required.
- Access to a laptop, desktop, or iPad 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.
