Job Summary
Help clients understand their insurance needs and find coverage that suits their circumstances. Build lasting relationships by offering informed recommendations, explaining policy options clearly, and providing attentive service. This position suits a proactive, independent professional who can develop new business and manage client information using basic computer tools.
Responsibilities
- Learn about clients’ needs and recommend insurance products and coverage options tailored to them.
- Build and maintain positive, long-term relationships with clients.
- Generate prospective client leads through networking and referrals.
- Explain available policies and coverage choices so clients can make informed decisions.
- Use a CRM system to record and manage client information.
Qualifications
- Hold an insurance license or be willing to obtain one.
- Demonstrate strong communication and interpersonal skills.
- Be self-motivated and able to work independently.
- Have basic computer proficiency, including the ability to use CRM tools.
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.
