Job Summary
The primary focus of this role is to identify client needs in order to suggest customized insurance solutions. Building and nurturing robust client relationships is essential to the position. Moreover, generating leads through networking and referrals is a critical component, as is the task of educating clients about the various policies and coverage options available to them.
Responsibilities
- Assess client requirements to propose personalized insurance options.
- Establish and maintain strong relationships with clients.
- Develop leads via networking activities and referrals.
- Provide clients with information on policies and coverage alternatives.
Qualifications
- Candidates must possess or be willing to pursue an insurance license.
- Strong communication and interpersonal skills are essential.
- The role requires a self-driven individual who can work independently.
- Basic computer skills are necessary for this position.
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.
