Job Summary
The primary objective of this role is to evaluate client requirements and suggest appropriate insurance solutions while fostering and sustaining robust client relationships. The position entails actively generating and pursuing leads, articulating policy choices, finalizing sales, and remaining knowledgeable about various insurance products and prevailing industry trends.
Responsibilities
- Assess client needs to recommend appropriate insurance solutions.
- Establish and maintain strong relationships with clients.
- Generate, pursue, and follow up on potential leads.
- Provide explanations of policy options to clients.
- Close sales effectively, securing client commitments.
- Continuously update knowledge on insurance products and industry developments.
Qualifications
- Candidates must possess an insurance license or demonstrate a willingness to acquire one.
- Strong communication and interpersonal skills are essential.
- Self-motivation and a results-driven attitude are crucial.
- Ability to work independently and manage time efficiently is required.
- Basic computer proficiency for CRM and client management is necessary.
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.
