Job Summary
The primary focus of this role is to assess client requirements and propose customized insurance solutions while also fostering lead generation through networking and referrals. Building and nurturing robust client relationships is essential, alongside providing prospects with comprehensive education on policy options to facilitate successful sales closures.
Responsibilities
- Evaluate client needs to offer personalized insurance solutions.
- Generate leads through effective networking and referrals.
- Establish and strengthen client relationships.
- Educate potential clients on various policy options to enhance sales success.
Qualifications
- Possess or be willing to obtain an insurance license.
- Exhibit strong communication abilities.
- Demonstrate a self-motivated and results-oriented approach.
- Possess basic proficiency in computer skills for managing CRM systems.
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.
