Job Summary
The role involves evaluating client requirements and suggesting appropriate insurance offerings, establishing and nurturing client relationships, generating leads, and proactively following up with potential customers to finalize sales. The position also emphasizes staying updated on insurance products and industry developments while engaging both independently and collaboratively within a supportive team environment.
Responsibilities
- Assess client needs and propose relevant insurance products.
- Develop and maintain strong relationships with clients.
- Generate new leads and follow up with prospects to secure sales.
- Remain informed about the latest insurance products and trends in the industry.
- Work independently while contributing to team objectives.
Qualifications
- Possession of a life and health insurance license or willingness to obtain one.
- Strong communication abilities.
- Self-motivated and focused on achieving results.
- Able to work autonomously and manage time efficiently.
- Familiarity with basic computer tools and equipped 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.
