Job Summary
The primary role involves evaluating client requirements to offer customized life and health insurance solutions. This position focuses on fostering and sustaining client relationships while also driving lead generation. Key activities include providing education to potential clients regarding insurance coverage, engaging in follow-ups to finalize sales, and staying informed about current industry offerings. The successful candidate will demonstrate the ability to work autonomously in addition to collaborating effectively with the team.
Responsibilities
- Assess client needs to provide tailored life and health insurance recommendations.
- Build and nurture long-term client relationships.
- Generate leads and convert prospects into clients.
- Educate potential clients about various insurance coverage options.
- Perform follow-ups to ensure closure of sales.
- Stay updated on industry trends and insurance offerings.
- Work independently while also collaborating with team members.
Qualifications
- Applicants must possess an insurance license or be willing to obtain one.
- Strong communication and interpersonal skills are essential.
- Self-motivation and a results-oriented approach are required.
- Effective time management skills to work independently.
- Basic computer literacy and proficiency with technical devices for business operations.
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.
