Job Summary
This position entails identifying the unique needs of clients to propose customized insurance solutions. It requires generating potential leads through effective networking and referrals. A key function of the role is to educate clients about various insurance policy options while fostering robust relationships to maintain high levels of customer satisfaction.
Responsibilities
- Determine client needs to provide personalized insurance recommendations.
- Develop new client relationships through networking and referrals.
- Educate clients on different insurance policies and coverage options.
- Ensure ongoing client satisfaction by maintaining strong customer relationships.
Qualifications
- Candidates must currently hold or be willing to obtain an insurance license.
- Excellent communication abilities are essential.
- A self-driven attitude and motivation to succeed in sales is necessary.
- Basic proficiency in computer skills for managing Customer Relationship Management (CRM) tools is required.
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.
